Top 21 Investment Executive Jobs in Chicago, IL

Investment Executive (Financial Advisor) Lincoln Park - Chicago, Il
Fifth Third Bank —Chicago, IL
- Full-time
- Office
- Travel
- Mentoring
vCIO (Virtual Chief Information Officer) (Chicago, IL)
Intelligent Technical Solutions —Chicago, IL
- $100,000 - $150,000 a year
- Email
- Remote
- Computer science
- Computer Science
- HIPAA
- Paid training
- Wellness program
4d
vCIO (Virtual Chief Information Officer) Chicago, IL
Intelligent Technical Solutions —Chicago, IL
- $100,000 - $150,000 a year
- Email
- Remote
- Computer science
- Computer Science
- HIPAA
- Paid training
- Wellness program
Quick Apply
4d
Family Office Resources Generalist, Executive Director
Morgan Stanley —Chicago, IL
- $150,000 - $250,000 a year
- Full-time
- Business development experience
- Travel
- Financial services
- Health savings account
- Paid holidays
Executive Director, Product Management
Health Care Service Corporation —Chicago, IL
- $161,500 - $299,700 a year
- Full-time
- Hybrid work
- 7 years
- HIPAA
- Office
Deputy Executive Director
Chicago Teachers Pension Fund —Chicago, IL
- $199,965 - $329,943 a year
- Weekends as needed
- Customer service
- 11+ years
- Office
Quick Apply
Executive Director
Smithbucklin —Chicago, IL
- $140,000 - $170,000 a year
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- US work authorization
11d
EVP, Chief Trust Officer
Devon Bank —Chicago, IL
- $185,000 - $205,000 a year
- 11+ years
- Office
- Business development experience
- Disability insurance
- Health insurance
Investment Executive (Financial Advisor) Country Club Hills, IL
Fifth Third Bank —Country Club Hills, IL
- Full-time
- Mid-level
- Office
- Travel
1d
Co-Founder & CEO - AI Content Intelligence & Publishing Engine
FutureSight —Chicago, IL
- Part-time
- Remote
- Recruiting
- Senior level
Quick Apply
10d
Chief Risk Officer
CBOE —Chicago, IL
- $259,250 - $320,250 a year
- Full-time
- Office
- Master's degree
- SQL
- Paid parental leave
- Employee stock purchase plan
3d
Co-Founder & CEO - Entrepreneur in Residence
FutureSight —Chicago, IL
- Full-time
- Remote
- Residential
- Recruiting
- Senior level
Quick Apply
10d
Co-Founder & CEO - AI E-commerce Operations System
FutureSight —Chicago, IL
- Remote
- Management
- Recruiting
- Senior level
Quick Apply
10d
Executive Vice President, Risk & Intelligence
Financial Industry Regulatory Authority, Inc. —Chicago, IL
- Full-time
- Hybrid work
- 11+ years
- Office
- Bachelor's degree
- Paid jury duty
- Commuter assistance
Quick Apply
PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS)
Alvarez & Marsal —Chicago, IL
- $90,000 - $130,000 a year
- CPA
- Finance
- Analysis skills
- AD&D insurance
- 401(k)
Co-Founder & CEO - AI WealthTech
FutureSight —Chicago, IL
- Remote
- Team management
- Recruiting
- Senior level
Quick Apply
10d
PEPI: Manager, CFO Services--Digital Finance (OPEN TO ALL US LOCATIONS)
Alvarez & Marsal —Chicago, IL
- $125,000 - $190,000 a year
- CPA
- Finance
- 8 years
SVP, Chief Fiduciary Officer
FIRST Insurance Funding of Canada —Chicago, IL
- $141,000 - $190,000 a year
- Full-time
- Office
- Business development experience
- Doctor of Philosophy
- Health insurance
- Dental insurance
3d
PEPI: Senior Director, CFO Services - Digital Finance (OPEN TO ALL US LOCATIONS)
Alvarez & Marsal —Chicago, IL
- CPA
- 11+ years
- Finance

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Perform case analysis and develop recommendations. Ongoing communication with clients including email, phone calls and letters. 2+ years of related experience.
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Financial Advisor/Wealth Manager - Chicago
Tristate Financial Advisors —Chicago, IL
Associate’s degree in business or industry-related field. Meet with clients to assess their financial needs. Maintain strong relationship with clients, helping…
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Investment Executive (Financial Advisor) Grove City, OH
Fifth Third Bank —Grove City, OH
Variable Annuity license is required. Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful.
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11d

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Investment Executive jobs near Chicago, IL

Investment Executive (Financial Advisor) Lincoln Park - Chicago, Il

Fifth Third Bank -
Chicago, IL

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Job Details

Full-time

Qualifications

Product presentation
Customer relationship building
Sales presentations
Series 7
Financial product expertise
Financial concepts
Annuities
Experience at securities companies
Teaching
Financial markets knowledge

Full Job Description

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 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. 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) Lincoln Park - Chicago, 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 - Chicago, Illinois 60614

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.

Apply Now

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Investment Executive jobs in Chicago, IL

Investment Executive (Financial Advisor) Lincoln Park - Chicago, Il

vCIO (Virtual Chief Information Officer) (Chicago, IL)

vCIO (Virtual Chief Information Officer) Chicago, IL

Family Office Resources Generalist, Executive Director

Executive Director, Product Management

Deputy Executive Director

Executive Director

EVP, Chief Trust Officer

Investment Executive (Financial Advisor) Country Club Hills, IL

Co-Founder & CEO - AI Content Intelligence & Publishing Engine

Chief Risk Officer

Co-Founder & CEO - Entrepreneur in Residence

Co-Founder & CEO - AI E-commerce Operations System

Executive Vice President, Risk & Intelligence

PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS)

Co-Founder & CEO - AI WealthTech

PEPI: Manager, CFO Services--Digital Finance (OPEN TO ALL US LOCATIONS)

SVP, Chief Fiduciary Officer

PEPI: Senior Director, CFO Services - Digital Finance (OPEN TO ALL US LOCATIONS)

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