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Investment Executive (Financial Advisor) Country Club Hills, IL

Fifth Third Bank · Country Club Hills, IL · Full time

Posted Sep 21, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

This role coaches and develops a team of licensed retail bankers while also handling complex clients. Tell me about a time you made someone else better at selling investments.

What they are checking: Coaching ability, since the posting holds them accountable for the team's production, not just their own.

Tell me about a time a market drop shook a client. How did you handle the conversation?

What they are checking: Ability to keep clients calm and focused on long-term goals during volatility.

Tell me about the most complex financial plan you have built for a client.

What they are checking: Depth of experience with clients who have complex profiles, which the role may hand them.

What would you do

Walk me through a joint appointment with a banker and a client who has $150,000 in CDs coming due.

What they are checking: How they lead a needs-based conversation while letting the banker build credibility too.

You are behind on your securities fee income goal halfway through the year. What do you change?

What they are checking: A disciplined plan to raise activity without compromising suitability or ethics.

How do you build credibility with bankers who have never referred anyone to an advisor before?

What they are checking: Relationship skills inside the bank, which the posting says drive the territory's success.

A banker refers a client and then pressures you to sell them something that does not fit. What do you do?

What they are checking: Integrity and the ability to protect the client while keeping the banker relationship.

About the work

How would you design a coaching session to teach bankers in Country Club Hills how to spot an investment opportunity?

What they are checking: Ability to structure training that turns branch conversations into qualified referrals.

How do you decide whether an annuity, a managed account or a simple mutual fund portfolio fits a client?

What they are checking: Suitability judgment under Regulation Best Interest rather than product pushing.

What licenses do you hold, and how do you stay current on compliance requirements?

What they are checking: Readiness to sell the full range of securities products the role covers.

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The full job description

As published by Fifth Third Bank.

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: 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. 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 themin 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. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: • 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. • Ability to delegate tasks and follow-through. • Prepare necessary internal reports for sales tracking. • Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities. • 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. • Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful. • Guide and promote progress toward established goals for team. • Recognize and reward achievement of goals. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: • 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. #LI-GO1 Investment Executive (Financial Advisor) Country Club Hills, IL At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. LOCATION -- Country Club Hills, Illinois 60478 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

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