Investment Executive & Financial Advisor Coach

Fifth Third; North Carolina; In loco; USD 100.000 - 140.000; Tempo pieno

Descrizione del lavoro

Fifth Third Bank in Plano, TX seeks an Investment Executive (Financial Advisor) to lead licensed bankers, drive securities sales, and develop client relationships. You will coach bankers on investment strategies and tailor solutions to client goals while maintaining risk compliance.

The role requires Series 7 and 66 (or 63/65), insurance licenses, and a strong brokerage track record. Compensation is largely incentive-based with base or draw and full benefits.

Competenze

• Brokerage industry experience required.
• Licenses listed in the minimum knowledge section are required.
• Strong knowledge of securities products and financial solutions.

Mansioni

• 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.
• Travel within the assigned territory as needed.
• Maintain knowledge of financial products through study and coursework.
• Prepare internal reports for sales tracking and coordinate with team.

Conoscenze

Sales motivation

Team leadership

Coaching & training

Client relationship building

Presentation skills

Formazione

Series 7

Series 66 (or 63/65)

Insurance licenses

Variable Annuity license

Descrizione del lavoro

Fifth Third Bank in Plano, TX seeks an Investment Executive (Financial Advisor) to lead licensed bankers, drive securities sales, and develop client relationships. You will coach bankers on investment strategies and tailor solutions to client goals while maintaining risk compliance.

The role requires Series 7 and 66 (or 63/65), insurance licenses, and a strong brokerage track record. Compensation is largely incentive-based with base or draw and full benefits.