Senior Investment Advisor & Team Leader

Fifth Third Bank; Schaumburg (IL); On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Benefits package

Incentive pay

Career development

Job summary

Fifth Third Bank in Itasca, Illinois seeks an Investment Executive (Financial Advisor) to lead sales efforts in the Western Suburbs. You will coach licensed bankers, develop client relationships, and deliver investment solutions aligned with client goals.

This role emphasizes compliance, risk management, and achieving securities fee income targets through strategic coaching, seminars, and proactive client engagement.

Qualifications

• Prior brokerage industry experience required.
• Series 7 and 66 licenses (or 63/65) and state insurance licenses required; variable annuity license required.
• Motivated by commission sales and internal sales competition.
• Ability to motivate others and transfer knowledge through coaching and teaching.
• Strong ability to simplify and communicate financial concepts.
• Proven experience in building client relationships and solutions.

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.
• Prepare internal reports for sales tracking.
• Coordinate with team to ensure accountabilities are completed.
• Lead seminars focusing on business development and growth.

Skills

Brokerage experience

Licensing (Series 7/66)

Sales motivation

Relationship building

Presentation skills

Willing to travel

Financial concepts

Job description

Fifth Third Bank in Itasca, Illinois seeks an Investment Executive (Financial Advisor) to lead sales efforts in the Western Suburbs. You will coach licensed bankers, develop client relationships, and deliver investment solutions aligned with client goals.

This role emphasizes compliance, risk management, and achieving securities fee income targets through strategic coaching, seminars, and proactive client engagement.