Investment Executive, Financial Advisor

Fifth Third Bank

. Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.

Posted 5/13/2026full-timeGrove City • Ohio • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
May handle a large book of clients with more complex financial profiles.
Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned territory.
Design and customize coaching sessions to train bankers on investment strategies and product solutions.
Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
Maintain presence within the bank to develop strong relationships and credibility with internal and external clients.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience.

Requirements

What you’ll need

Prior Brokerage Industry Experience.
Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required.
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.
Highly developed knowledge of the securities business, investment products and financial solutions.
Highly developed sales and presentation skills.

Benefits

Comp & perks

Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
Incentive compensation combined with either a base salary or a draw to determine total cash compensation, and is based upon company, line of business and/or individual performance.
Extensive benefits programs designed to support the individual needs of employees and their families, encompassing physical, financial, emotional, and social well-being.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

securities productsinvestment strategiesfinancial solutionssales skillspresentation skillscoachingtrainingrisk managementclient relationship managementfinancial profiling

Soft Skills

team motivationcommunicationcustomer experience focusrelationship buildingcoachingproblem-solvingcollaborationleadershipadaptabilityinterpersonal skills

Certifications

Series 7Series 66Variable Annuity licensestate insurance licenses