Investment Executive (Financial Advisor) Country Club Hills, IL

Fifth Third Bank • Matteson, IL

3d

About The Position

Fifth Third Bank is hiring an Investment Executive (Financial Advisor) to drive securities sales and production while coaching, training, and developing a team of licensed retail bankers. The role may also manage a large book of clients with complex financial profiles. The Investment Executive conducts individual and joint client appointments, identifies potential clients, and recommends solutions aligned with their needs and financial goals. The position maintains strong relationships and credibility with internal and external clients while operating within the Bank’s risk appetite and following its policies and procedures.

The role is responsible for achieving securities fee income and sales goals, managing sales planning for self and the team, and supporting positive client experiences and financial results. It includes coaching bankers on investment strategies and product solutions, organizing and preparing them with tools and skills, monitoring progress toward goals, and recognizing achievement. The Investment Executive also handles client needs, follows up after appointments, builds referrals, coordinates with colleagues, prepares sales reports, and conducts seminars for business development. The position requires travel within the assigned territory.

Requirements

• Prior brokerage industry experience.
• Series 7 and Series 66 licenses, or Series 7 and Series 63 and 65 licenses; the posting specifies an exception of Series 7 and 63 in Michigan and Ohio.
• Appropriate state-required insurance licenses.
• Variable Annuity license.
• Ability to motivate others in a team environment.
• Highly developed coaching and teaching skills, including the ability to transfer knowledge and explain complex products and processes.
• Demonstrated ability to simplify and communicate complex financial concepts.
• Proven ability to build strong internal and external client relationships.
• Highly developed knowledge of the securities business, investment products, and financial solutions.
• Highly developed sales and presentation skills.
• Motivation by commission sales, recognition programs, and internal sales competition among coworkers.

Responsibilities

• Achieve sales goals and securities fee income targets while serving clients’ best interests.
• Plan and conduct individual and group coaching sessions for retail bank employees.
• Coach, mentor, train, and develop licensed bankers, including preparing them with tools and skills and guiding their progress toward established goals.
• Conduct individual and joint client meetings to review accounts, identify needs, and close sales.
• Handle daily client needs and problems, prioritizing and delegating tasks to resolve them.
• Follow up after appointments to maintain relationships and develop referrals from the existing client base.
• Manage sales planning for self and the team to achieve designated sales goals, client experience objectives, and financial results.
• Maintain comprehensive knowledge of financial products through self-study, periodicals, and appropriate coursework.
• Prepare internal reports for sales tracking and coordinate daily with the team to ensure accountabilities are completed accurately.
• Conduct internal and external seminars focused on business development and growth.
• Prioritize client needs and introduce relevant services offered by other Fifth Third employees, including loans, estate planning, and deposits.
• Recognize and reward team members’ achievement of goals.
• Identify, assess, manage, monitor, and report risks; follow Bank policies and procedures and elevate concerns.
• Travel within the assigned territory.

Benefits

• Comprehensive benefits designed to support employees’ and families’ physical, financial, emotional, and social well-being.
• Differentiated compensation offerings, including incentive compensation combined with either a base salary or a draw; incentive compensation is based on company, line of business, and/or individual performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed