Investment Advisor & Team Coach

Fifth Third; Dallas, Northern (TX, KY); Hybrid; USD 85,000 - 115,000; Full time

Job summary

Fifth Third Bank in Dallas, TX seeks an Investment Executive (Financial Advisor) to lead a team of licensed bankers, grow securities revenue, and deliver tailored investment solutions to high-potential clients.

The role combines coaching, client meetings, and ongoing training to expand the bank's advisory business, while maintaining strict risk controls and a focus on delivering excellent customer experiences across the territory.

Qualifications

• Prior brokerage industry experience.
• Series 7 and 66 (or 63 and 65) and state required insurance licenses; Variable Annuity license required.
• Strong communication, coaching and presentation skills.
• Ability to develop relationships with clients and professionals.
• Willingness to travel within assigned territory.

Responsibilities

• Achieve sales goals while serving clients' best interests.
• Plan and conduct coaching sessions for retail bank employees.
• Develop client meetings to review accounts and close sales with licensed bankers.
• Handle daily client needs and build referrals from existing clients.
• Conduct internal/external seminars for business development.

Skills

Brokerage industry experience

Sales motivation

Coaching & training skills

Relationship building

Communication & presentation

Education

Series 7 and 66 licenses

State insurance licenses

Variable annuity license

Job description

Fifth Third Bank in Dallas, TX seeks an Investment Executive (Financial Advisor) to lead a team of licensed bankers, grow securities revenue, and deliver tailored investment solutions to high-potential clients.

The role combines coaching, client meetings, and ongoing training to expand the bank's advisory business, while maintaining strict risk controls and a focus on delivering excellent customer experiences across the territory.