Senior Investment Advisor & Team Coach

Fifth Third; Charlotte (NC); On-site; USD 90,000 - 150,000; Full time

Job summary

Fifth Third Bank is seeking an Investment Executive in Charlotte, NC, to lead a team of licensed retail bankers, drive sales of securities products, and train bankers on investment strategies. The role emphasizes coaching, client relationship building, and risk management within Fifth Third's framework.

The ideal candidate will have securities licenses (Series 7/66 or 63/65 with state licenses), a variable annuity license, and experience in building client relationships and achieving sales

Qualifications

• Prior Brokerage Industry Experience.
• Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required.
• Variable Annuity license is required.

Responsibilities

• Achieve sales goals while serving clients' best interests.
• Plan and conduct individual and group coaching sessions with retail bank employees.
• Develop and conduct client meetings to review accounts and close sales.
• Post-appointment follow-up to maintain relationships and develop referrals.

Skills

Brokerage experience

Series 7/66 licenses

State licenses (insurance)

Variable annuity license

Coaching/mentoring

Sales motivation

Job description

Fifth Third Bank is seeking an Investment Executive in Charlotte, NC, to lead a team of licensed retail bankers, drive sales of securities products, and train bankers on investment strategies. The role emphasizes coaching, client relationship building, and risk management within Fifth Third's framework.

The ideal candidate will have securities licenses (Series 7/66 or 63/65 with state licenses), a variable annuity license, and experience in building client relationships and achieving sales