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Senior Investment Advisor & Team Coach

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Fifth Third
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 90000 - 150000 USD Yearly USD 90000.00 150000.00 YEAR
Job Description & How to Apply Below

Fifth Third Bank is seeking an Investment Executive in Charlotte, NC, to lead a team of licensed retail bankers, drive sales of securities products, and train bankers on investment strategies. The role emphasizes coaching, client relationship building, and risk management within Fifth Third's framework.

The ideal candidate will have securities licenses (Series 7/66 or 63/65 with state licenses), a variable annuity license, and experience in building client relationships and achieving sales

This position is for the Senior Investment Advisor & Team Coach role at Fifth Third.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Senior Investment Advisor & Team Coach role in the description above.

We appreciate your interest in this position.

Position Requirements
10+ Years work experience
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