Investment Executive & Financial Advisory Leader

Fifth Third; Dallas (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

Fifth Third Bank in Garland, TX is seeking an Investment Executive (Financial Advisor) to drive production and coach a team of licensed retail bankers. You will conduct individual and group sessions, review accounts, and identify opportunities to provide tailored investment solutions while maintaining a strong client relationship.

The role requires Series 7/66 or 63/65, insurance licenses, and a passion for commission-based sales.

Qualifications

• Brokerage industry experience required.
• Licenses: Series 7 (and 66) or 63/65, plus state insurance licenses.
• Variable annuity license required.
• Ability to motivate others and coach teams.
• Strong coaching, teaching, and communication skills.
• Strong knowledge of securities, investment products, and financial solutions.

Responsibilities

• Achieve sales goals while serving clients' best interests.
• Plan and conduct coaching sessions for retail bankers.
• Develop client meetings to review accounts and close sales.
• Identify client needs and provide investment solutions.
• Build and maintain relationships within assigned territory.

Skills

Brokerage experience

Coaching & training

Sales & presentation

Relationship building

Securities knowledge

Tools

Series 7/66 licenses

63/65 licenses

Insurance licenses

Variable annuity license

Job description

Fifth Third Bank in Garland, TX is seeking an Investment Executive (Financial Advisor) to drive production and coach a team of licensed retail bankers. You will conduct individual and group sessions, review accounts, and identify opportunities to provide tailored investment solutions while maintaining a strong client relationship.

The role requires Series 7/66 or 63/65, insurance licenses, and a passion for commission-based sales.