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Investment Executive Jobs (NOW HIRING)

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Investment Executive information

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$49.5K

$92.2K

$133K

How much do investment executive jobs pay per year?

As of Aug 9, 2026, the average yearly pay for investment executive in the United States is $92,249.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,000.00 and $129,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an investment executive?

To thrive as an Investment Executive, you need a strong grasp of financial analysis, portfolio management, and market research, typically supported by a finance or economics degree and relevant industry certifications like the CFA. Familiarity with investment management software, Bloomberg terminals, and financial modeling tools is essential for day-to-day operations. Exceptional communication, relationship-building, and decision-making skills help you stand out by fostering trust with clients and making informed recommendations. These competencies are crucial for achieving positive investment outcomes and maintaining strong client relationships in a competitive financial environment.

What is the difference between Investment Executive vs Financial Advisor?

AspectInvestment ExecutiveFinancial Advisor
CredentialsTypically requires securities licenses (e.g., Series 7, 63)Often holds certifications like CFP, CFA, or Series licenses
Work EnvironmentBanking, investment firms, financial institutionsIndependent practice, financial planning firms, banks
Employer & IndustryFinancial institutions, investment firmsFinancial planning firms, banks, independent

Investment Executives and Financial Advisors both work in the financial industry and often hold similar licenses. However, Investment Executives typically focus on investment products within financial institutions, while Financial Advisors provide comprehensive financial planning and personalized advice. The roles overlap in credentials and work environment, but their primary focus and client engagement differ.

What are the typical challenges faced by an investment executive when managing client portfolios?

Investment Executives often face challenges such as navigating volatile market conditions, balancing clients' risk tolerance with their financial goals, and staying updated on regulatory changes. Effective communication is crucial, as clients may have differing expectations or require reassurance during periods of market uncertainty. Additionally, Investment Executives must collaborate closely with research analysts and compliance teams to ensure that portfolio recommendations are both informed and compliant with industry regulations.

How much does an investment executive make?

An investment executive's salary typically ranges from $70,000 to $150,000 annually, depending on experience, location, and the size of the firm. Bonuses and commissions can significantly increase total compensation, especially for those with strong client portfolios and sales skills.

What is an investment executive?

Investment Executives are financial professionals who provide advice and manage investment portfolios for clients, which may include individuals, companies, or institutions. Their responsibilities often involve analyzing market trends, recommending investment strategies, and buying or selling assets on behalf of clients. They aim to maximize returns while managing risk according to the client’s financial goals. Investment Executives typically work for banks, investment firms, or wealth management companies and must stay informed about economic developments and financial regulations.
More about Investment Executive jobs
What cities are hiring for Investment Executive jobs? Cities with the most Investment Executive job openings:
What are the most commonly searched types of Investment jobs? The most popular types of Investment jobs are:
Who are the top companies hiring for Investment Executive jobs? The top employers for Investment Executive jobs are:
What states have the most Investment Executive jobs? States with the most job openings for Investment Executive jobs include:
Infographic showing various Investment Executive job openings in the United States as of August 2026, with employment types broken down into 1% Internship, 90% Full Time, 5% Part Time, and 4% Contract. Highlights an 85% Physical, 4% Hybrid, and 11% Remote job distribution, with an average salary of $92,249 per year, or $44.4 per hour.

Investment Executive (Financial Advisor) Grove City, OH

Fifth Third

Circleville, OH • On-site

Full-time

Re-posted 25 days ago


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 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 DUTIESAND 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) Grove City, OH

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 -- Grove City, Ohio 43123

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.