Senior Investment Advisor & Team Coach

Fifth Third; Bowling Green, Northern (KY, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Fifth Third is seeking an Investment Executive (Financial Advisor) in Bowling Green, KY to lead a team of licensed bankers, drive securities revenue, and coach staff on investment solutions. The role emphasizes client-focused financial planning and cross-selling of the full range of products.

The position requires Series 7 and 66 licenses (or 63/65), state licensing, and a strong track record in brokerage sales, with travel within the territory.

Qualifications

• Prior Brokerage Industry Experience.
• Series 7, 66 (or 63/65) and appropriate state licenses; Variable Annuity license required.
• Motivated by commission sales and internal sales competition.
• Ability to train and coach bankers in investment strategies.

Responsibilities

• Achieve sales goals while serving clients' best interests.
• Plan and conduct coaching sessions for retail bank employees.
• Develop client meetings to review accounts and close sales both individually and with licensed bankers.
• Travel within assigned territory and manage client relationships to generate referrals.

Skills

Brokerage experience

Series 7/66 licenses

Insurance licenses

Coaching & training

Sales driven

Job description

Fifth Third is seeking an Investment Executive (Financial Advisor) in Bowling Green, KY to lead a team of licensed bankers, drive securities revenue, and coach staff on investment solutions. The role emphasizes client-focused financial planning and cross-selling of the full range of products.

The position requires Series 7 and 66 licenses (or 63/65), state licensing, and a strong track record in brokerage sales, with travel within the territory.