Investment Executive: Wealth Coach & Team Leader

Fifth Third; Richardson (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

Fifth Third Bank, National Association, located in Richardson, TX, seeks an Investment Executive (Financial Advisor) to lead a team of licensed retail bankers and drive securities sales in the assigned territory. The role requires Series 7, 66 and a Variable Annuity license, with strong coaching and client‑relationship skills.

Compensation is largely incentive-based, with a base salary or draw, plus performance bonuses and comprehensive benefits.

Qualifications

• Minimum brokerage industry experience required.
• Series 7 and 66 (or 63/65) licenses required.
• Variable annuity license required.
• Ability to motivate others in a team environment.
• Strong coaching and teaching skills to transfer knowledge.

Responsibilities

• Achieve sales goals while serving clients’ best interests.
• Plan and conduct coaching sessions with retail bankers.
• Develop client meetings to review accounts and close sales.
• Handle daily client needs and prioritize tasks.
• Post-appointment follow-up to generate referrals.

Skills

Brokerage experience

Series 7/66

VA license

Sales motivation

Coaching skills

Client relationships

Job description

Fifth Third Bank, National Association, located in Richardson, TX, seeks an Investment Executive (Financial Advisor) to lead a team of licensed retail bankers and drive securities sales in the assigned territory. The role requires Series 7, 66 and a Variable Annuity license, with strong coaching and client‑relationship skills.

Compensation is largely incentive-based, with a base salary or draw, plus performance bonuses and comprehensive benefits.