Investment Executive, Financial Advisor

Fifth Third Bank

Investment Executive at Fifth Third Bank coaching and developing a team of bankers. Focused on achieving sales goals and enhancing client relationships with comprehensive financial services.

Posted 6/30/2026full-timeWalnut Creek • California • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

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

Highest-signal resume keywords

Brokerage Industry ExperienceSeries 7 LicenseSeries 66 LicenseVariable Annuity LicenseSales and Presentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Products KnowledgeSales PlanningClient Relationship ManagementCoaching and TrainingSales Tracking

Soft Skills

Motivational SkillsCommunication SkillsTeam LeadershipProblem-Solving Skills

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseVariable Annuity License

Industry Keywords

Securities BusinessInvestment ProductsFinancial SolutionsClient ExperienceBusiness Development

About the role

Key responsibilities & impact

Accountable for overall production, coaching, training, and developing a team of licensed retail bankers
May handle large book of clients with more complex financial profiles
Achieving sales goals while serving the clients' best interests
Plan and conduct individual and group 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
Prepare necessary internal reports for sales tracking
Conduct internal and external seminars to focus on business development and growth
Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits
Serves as a coach and mentor for licensed bank employees.

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
Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes
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

Benefits

Comp & perks

Comprehensive benefits and differentiated compensation offerings
Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development opportunities