Senior Investment Executive & Team Coach

Fifth Third; Bowling Green (KY); On-site; USD 90,000 - 150,000; Full time

Job summary

Fifth Third Bank in Bowling Green, KY seeks an Investment Executive (Financial Advisor) to lead securities product sales and coaching for retail bankers. You will design sessions, conduct client meetings, and help bankers identify solutions aligned with clients’ financial goals.

Strong licensing and brokerage experience are required, with travel within the assigned territory. Compensation is incentive-based with a base component and comprehensive Total Rewards.

Qualifications

• Brokerage industry experience required.
• Series 7 and 66 licenses (or 63/65) and applicable state insurance licenses are required.
• Variable annuity license is required.
• Strong sales drive and ability to develop client relationships.

Responsibilities

• Achieve sales goals for securities products and target fee income within the assigned territory.
• Design and deliver coaching sessions to train bankers on investment strategies and products.
• Conduct client meetings and assist bankers in identifying solutions aligned with client goals.
• Maintain relationships with internal and external clients and ensure a compliant, positive customer experience.
• Manage risk by following policies and reporting issues as defined.

Skills

Brokerage experience

Sales skills

Coach/teach

Client relations

Job description

Fifth Third Bank in Bowling Green, KY seeks an Investment Executive (Financial Advisor) to lead securities product sales and coaching for retail bankers. You will design sessions, conduct client meetings, and help bankers identify solutions aligned with clients’ financial goals.

Strong licensing and brokerage experience are required, with travel within the assigned territory. Compensation is incentive-based with a base component and comprehensive Total Rewards.