Houston Investment Executive & Team Coach

Fifth Third Bank; Houston (TX); In loco; USD 90.000 - 130.000; Tempo pieno

Descrizione del lavoro

Fifth Third Bank in Houston, TX is seeking an Investment Executive (Financial Advisor) to lead a team of licensed retail bankers, develop client relationships, and drive securities sales across the territory.

This role requires Series 7, 66 and state insurance licenses, strong coaching skills, and a proven track record in brokerage. Compensation is primarily incentive-based with a base salary or draw and comprehensive benefits. Travel within the territory is required.

Competenze

• Prior Brokerage Industry Experience.
• Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses.
• Motivated by commission sales and internal sales competition.
• Ability to motivate others and coach.
• Strong knowledge of securities business and financial solutions.

Mansioni

• Achieving sales goals while serving clients' best interests.
• Plan and conduct individual and group coaching sessions with retail bank employees.
• Develop and conduct client meetings to review accounts and close sales with licensed bankers.
• Handle daily client needs and problems and delegate tasks to resolve.
• Post-appointment follow-up to maintain relationships and develop referrals.

Conoscenze

Brokerage experience

Series 7/66 licenses

Insurance licenses

Coaching skills

Sales-driven

Travel

Descrizione del lavoro

Fifth Third Bank in Houston, TX is seeking an Investment Executive (Financial Advisor) to lead a team of licensed retail bankers, develop client relationships, and drive securities sales across the territory.

This role requires Series 7, 66 and state insurance licenses, strong coaching skills, and a proven track record in brokerage. Compensation is primarily incentive-based with a base salary or draw and comprehensive benefits. Travel within the territory is required.