Investment Executive & Team Coach - Financial Advisor

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

Job summary

Fifth Third Bank, N.A. in Dallas, TX seeks an Investment Executive (Financial Advisor) to lead a team of licensed retail bankers, coach and train them on investment strategies, and drive sales of full securities product lines.

The role emphasizes building strong client relationships and achieving targeted securities fee income within the assigned territory. Compensation is largely incentive-based, with a base or draw as applicable, and comprehensive benefits are offered.

Qualifications

• Prior Brokerage Industry Experience.
• Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses.
• Variable Annuity license is required.
• Motivated by commission sales, recognition programs, and internal sales competition among co-workers.

Responsibilities

• Achieving sales goals while serving the clients' best interests.
• Plan and conduct individual and group coaching sessions with retail bank employees.
• Develop and conduct client meetings to review existing accounts and close sales.
• Handle daily client needs and problems and prioritize and delegate tasks to resolve.
• Post-appointment follow-up to maintain relationships and develop referrals from existing client base.
• Manage sales planning for self and for team to drive sales and achieve designated goals.

Skills

Brokerage experience

Series 7

Series 66

Insurance licenses

Coaching skills

Sales motivation

Client relationship

Presentation skills

Travel willing

Job description

Fifth Third Bank, N.A. in Dallas, TX seeks an Investment Executive (Financial Advisor) to lead a team of licensed retail bankers, coach and train them on investment strategies, and drive sales of full securities product lines.

The role emphasizes building strong client relationships and achieving targeted securities fee income within the assigned territory. Compensation is largely incentive-based, with a base or draw as applicable, and comprehensive benefits are offered.