Investment Executive & Financial Growth Coach

Fifth Third Bank; Houston (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

Fifth Third Bank in Galena Park, TX is seeking an Investment Executive (Financial Advisor) to lead a team of licensed retail bankers and drive securities sales within the assigned territory.

Responsibilities include coaching, conducting client meetings, reviewing accounts, and developing referrals while upholding risk and compliance standards. This role emphasizes relationship building, product knowledge, and meeting aggressive financial goals.

Qualifications

• Must hold Series 7 and 66 licenses and state insurance licenses as required.
• Variable Annuity license is required.
• Willingness to travel within the assigned territory.

Responsibilities

• Achieving sales goals while serving the clients' best interests.
• Plan and conduct coaching sessions with retail bank employees.
• Develop and conduct client meetings to review accounts and close sales.
• Handle daily client needs, prioritize and delegate tasks.
• Post-appointment follow-up to maintain relationships and develop referrals.
• Coordinate and communicate with team to insure accurate completion of accountabilities.

Skills

Motivated by commission sales

Team leadership

Client relationship building

Education

Series 7 and 66 licenses (or 63/65)

Insurance licenses (state required)

Variable Annuity license

Job description

Fifth Third Bank in Galena Park, TX is seeking an Investment Executive (Financial Advisor) to lead a team of licensed retail bankers and drive securities sales within the assigned territory.

Responsibilities include coaching, conducting client meetings, reviewing accounts, and developing referrals while upholding risk and compliance standards. This role emphasizes relationship building, product knowledge, and meeting aggressive financial goals.