Investment Executive, Financial Advisor

Fifth Third Bank

. Produce, coach, train, and develop a team of licensed retail bankers .

Posted 9/23/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in coaching and developing licensed retail bankers while managing complex client financial profiles and achieving sales goals. Possesses strong knowledge of securities products and the ability to communicate complex financial concepts effectively.

Highest-signal resume keywords

Coaching And MentoringSecurities Products KnowledgeSales And Presentation SkillsClient Relationship ManagementBrokerage Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial SolutionsInvestment StrategiesSales PlanningRisk ManagementAccount ReviewSales-Tracking ReportsClient AppointmentsCoaching SessionsBusiness DevelopmentComplex Financial Concepts

Soft Skills

Motivating OthersCommunication SkillsTeam CollaborationRelationship BuildingSimplifying Complex Information

Certifications & Qualifications

Series 7Series 66Series 63Series 65Variable Annuity LicenseState-Required Insurance Licenses

Industry Keywords

Brokerage IndustrySecurities BusinessInvestment ProductsFinancial ProductsClient Financial Profiles

About the role

Key responsibilities & impact

Produce, coach, train, and develop a team of licensed retail bankers
Handle complex client financial profiles and a large book of clients
Sell the full range of securities products and achieve targeted securities fee income goals
Design and customize coaching sessions on investment strategies and product solutions
Conduct solo and joint client appointments with bankers
Identify potential clients and provide solutions aligned with client needs and financial goals
Maintain strong relationships and credibility with internal and external clients
Manage risk in accordance with bank policies and risk appetite
Achieve sales goals while serving clients' best interests
Conduct individual and group coaching sessions
Review existing accounts and close sales
Handle daily client needs, prioritize and delegate tasks, and follow up after appointments
Manage sales planning for self and team
Maintain knowledge of financial products through self-study, periodicals, and coursework
Prepare internal sales-tracking reports
Coordinate daily with the team to complete accountabilities
Conduct internal and external business-development seminars
Refer clients to other Fifth Third Bank services, including loans, estate planning, and deposits
Coach and mentor licensed bank employees
Equip licensed bankers with tools and skills for success
Guide team progress toward established goals and recognize achievement

Requirements

What you’ll need

Prior brokerage industry experience
Series 7 and Series 66, or Series 63 and 65
Appropriate state-required insurance licenses (with stated Michigan and Ohio exception)
Variable Annuity license
Motivated by commission sales, recognition programs, and internal sales competition
Ability to motivate others in a team environment
Highly developed coaching and teaching skills
Ability to communicate complex products and processes
Ability to simplify and communicate complex financial concepts
Experience 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
Ability to travel within the assigned territory

Benefits

Comp & perks

Incentive compensation combined with either a base salary or a draw to determine total cash compensation
Comprehensive benefits supporting physical, financial, emotional, and social well-being
Recognition programs
Internal sales competition