Senior Investment Advisor & Team Coach

Fifth Third; United States; On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Comprehensive benefits

Incentive-based pay

Career growth opportunities

Job summary

Fifth Third Bank is seeking an Investment Executive to lead a team of licensed bankers in Lincoln Park, Chicago. The role focuses on driving securities sales, coaching staff, and developing client relationships across complex financial profiles.

You will train bankers on investment strategies, conduct client meetings, and ensure a strong risk-aware culture while meeting revenue targets within the assigned territory.

Qualifications

• Brokerage licenses including Series 7 and Series 66 (or 63/65) required.
• Variable annuity license required.
• Experience in selling securities and building client relationships.

Responsibilities

• Achieving sales goals while serving the clients' best interests.
• Plan and conduct individual and group coaching sessions with retail bank employees.
• Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers.
• Handle daily client needs and problems and prioritize and delegate tasks to resolve.
• Post-appointment follow-up to maintain relationships and develop referrals from existing client base.
• Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results.
• Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework.
• Ability to delegate tasks and follow-through.
• Prepare necessary internal reports for sales tracking.
• Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities.
• Conduct internal and external seminars to focus on business development and growth.
• Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits.
• Serves as a coach and mentor for licensed bank employees.
• Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful.
• Guide and promote progress toward established goals for team.
• Recognize and reward achievement of goals.

Skills

Brokerage experience

Series 7

Series 66

Insurance licenses

Coaching skills

Relationship building

Sales leadership

Job description

Fifth Third Bank is seeking an Investment Executive to lead a team of licensed bankers in Lincoln Park, Chicago. The role focuses on driving securities sales, coaching staff, and developing client relationships across complex financial profiles.

You will train bankers on investment strategies, conduct client meetings, and ensure a strong risk-aware culture while meeting revenue targets within the assigned territory.