Investment Executive & Team Coach - Financial Advisor

Fifth Third Bank; North Carolina; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Comprehensive benefits

Performance-based compensation

Job summary

Fifth Third Bank is seeking an Investment Executive (Financial Advisor) in Plano, TX to lead a team of licensed retail bankers, drive securities sales, and coach staff on investment strategies. The role emphasizes relationship-building, risk management, and achieving revenue targets within an assigned territory.

Compensation is largely incentive-based, combining base salary or draw with performance-based incentives. Comprehensive benefits accompany the position.

Qualifications

• Prior Brokerage Industry Experience.
• Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required.
• Variable Annuity license is required.

Responsibilities

• Achieve sales goals while serving clients' best interests.
• Plan and conduct individual and group coaching sessions with retail bank employees.
• Develop and conduct client meetings to review accounts and close sales with licensed bankers.
• Handle daily client needs and problems and delegate tasks to resolve them.
• Post-appointment follow-up to maintain relationships and develop referrals.

Skills

Brokerage industry experience

Series 7

Series 66 or 63/65

State insurance licenses

Variable annuity license

Job description

Fifth Third Bank is seeking an Investment Executive (Financial Advisor) in Plano, TX to lead a team of licensed retail bankers, drive securities sales, and coach staff on investment strategies. The role emphasizes relationship-building, risk management, and achieving revenue targets within an assigned territory.

Compensation is largely incentive-based, combining base salary or draw with performance-based incentives. Comprehensive benefits accompany the position.