Lead Investment Executive & Team Coach

Fifth Third; Beverly Hills, Northern (CA, KY); Hybrid; USD 100,000 - 180,000; Full time

Job summary

Fifth Third Bank Beverly Hills is seeking an Investment Executive (Financial Advisor) to lead a retail brokerage team, coaching licensed bankers and driving securities sales. The role requires conducting client meetings, expanding portfolios, and delivering financial solutions aligned with client goals.

The position emphasizes risk management, regulatory compliance, and exceptional client service, with compensation largely incentive-based and a mix of base salary or draw.

Qualifications

• Brokerage industry experience required.
• Proven coaching and leadership ability.
• Strong sales drive and earnings focus.
• Excellent relationship building and client service.
• Series 7/66 and insurance licenses required.

Responsibilities

• Achieve sales goals while serving clients' best interests.
• Plan and conduct coaching sessions with retail bank employees.
• Develop and conduct client meetings to review accounts and close sales.
• Handle daily client needs and resolve problems.
• Post-appointment follow-up to develop referrals.
• Coordinate and communicate with team to ensure completion of tasks.

Job description

Fifth Third Bank Beverly Hills is seeking an Investment Executive (Financial Advisor) to lead a retail brokerage team, coaching licensed bankers and driving securities sales. The role requires conducting client meetings, expanding portfolios, and delivering financial solutions aligned with client goals.

The position emphasizes risk management, regulatory compliance, and exceptional client service, with compensation largely incentive-based and a mix of base salary or draw.