Licensed Investment Support Specialist II - Client Growth

Fifth Third Bank; Orlando (FL); On-site; USD 55,000 - 90,000; Full time

Job summary

Fifth Third Bank in Orlando, FL is seeking a Licensed Investment Support Specialist II to provide office management support for registered securities representatives.

You will process account operations, assist with trading, onboarding, and client communications, while ensuring compliance and risk controls. This role also offers growth within wealth management and eligibility for incentive plans.

Qualifications

• High school diploma required; bachelor's degree preferred.
• SIE, Series 7, 66 (or 65 and 63) licenses required.
• Five years of brokerage or related financial services experience.
• Strong communication, organizational, and independent work skills.
• Proficient in MS Word, Excel, and PowerPoint.

Responsibilities

• Provide daily administrative support to registered representatives and clients.
• Process account opens, transfers, and maintenance tasks.
• Ensure timely, compliant execution of trading transactions.
• Educate and coach partners on markets, products, and regulations.
• Support multiple representatives and onboarding of new staff.

Skills

Communication skills

Time management

Organizational skills

Negotiation skills

Education

Bachelor's degree in Finance, Economics, or Business Management

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Fifth Third Bank in Orlando, FL is seeking a Licensed Investment Support Specialist II to provide office management support for registered securities representatives.

You will process account operations, assist with trading, onboarding, and client communications, while ensuring compliance and risk controls. This role also offers growth within wealth management and eligibility for incentive plans.