Senior Investment Executive & Team Coach

Fifth Third Bank; Chicago (IL); On-site; USD 80,000 - 120,000; Full time

Job summary

Fifth Third Bank in Country Club Hills, IL is seeking an Investment Executive (Financial Advisor) to lead a team of licensed retail bankers, coach on investment strategies, and drive securities sales within an assigned territory. The role emphasizes building client relationships, training bankers, and achieving targeted securities fee income while adhering to risk policies.

Compensation is largely incentive-based, with a base salary or draw, and comprehensive benefits.

Qualifications

• Prior Brokerage Industry Experience.
• Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses.
• Variable Annuity license is required.
• Motivated by commission sales, recognition programs, and internal sales competition among co-workers.
• Ability to motivate others in a team environment.
• Demonstrated ability to simplify and communicate complex financial concepts.
• Proven experience in building strong internal and external client relationships.
• Highly developed knowledge of the securities business, investment products and financial solutions.
• Highly developed sales and presentation skills.
• Travel required within assigned territory.

Responsibilities

• Achieving sales goals while serving the clients' best interests.
• Plan and conduct 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 a daily basis to ensure 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.
• 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 exp

Licenses: Series 7/66

Insurance licenses

Variable annuity

Sales motivation

Coaching skills

Client relationships

Job description

Fifth Third Bank in Country Club Hills, IL is seeking an Investment Executive (Financial Advisor) to lead a team of licensed retail bankers, coach on investment strategies, and drive securities sales within an assigned territory. The role emphasizes building client relationships, training bankers, and achieving targeted securities fee income while adhering to risk policies.

Compensation is largely incentive-based, with a base salary or draw, and comprehensive benefits.