Senior Investment Advisor & Team Coach

Fifth Third; Grove City (OH); On-site; USD 70,000 - 120,000; Full time

Job summary

Fifth Third Bank in Grove City, OH is seeking an Investment Executive (Financial Advisor) to lead a team and drive securities sales while delivering tailored financial solutions to clients. This role emphasizes coaching, client meetings, and building strong relationships, with licensing requirements including Series 7, 66, and state insurance licenses, plus a Variable Annuity license.

Compensation is incentive-based with potential base pay or draw, and a robust benefits program is provided to

Qualifications

• Prior Brokerage Industry Experience.
• Licensing: Series 7, 66 (or 63/65) and appropriate state insurance licenses.
• Variable Annuity license is required.

Responsibilities

• Achieve sales goals while serving clients' best interests.
• Plan and conduct coaching sessions with retail bankers and Financial Advisors.
• Develop client meetings to review accounts and close sales.
• Identify client needs and provide tailored financial solutions.

Skills

Series 7

Series 66

State licenses (ins.+ securities)

Variable Annuity license

Sales coaching

Relationship building

Job description

Fifth Third Bank in Grove City, OH is seeking an Investment Executive (Financial Advisor) to lead a team and drive securities sales while delivering tailored financial solutions to clients. This role emphasizes coaching, client meetings, and building strong relationships, with licensing requirements including Series 7, 66, and state insurance licenses, plus a Variable Annuity license.

Compensation is incentive-based with potential base pay or draw, and a robust benefits program is provided to