Regional Investment Coach & Financial Advisor

Fifth Third; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Fifth Third Bank seeks an Investment Executive (Financial Advisor) in the Dallas area. You will lead client consultations, drive securities sales, and coach retail bankers to advise on investment solutions.

The role requires Series 7/66 (or 63/65) and state insurance licenses, plus a strong track record in brokerage and relationship building. Expect incentive-based compensation with a base or draw, and travel within the assigned territory.

Qualifications

• Brokerage experience required and licensing knowledge.
• Proven ability to coach and train bankers in investment products.
• Strong client relationship skills and ability to drive sales.

Responsibilities

• Achieve sales goals while serving clients' best interests.
• Plan and conduct coaching sessions for retail bankers.
• Develop meetings to review accounts and close sales with licensed bankers.

Skills

Brokerage Industry Experience

Series 7

Series 66

Series 63

Series 65

Insurance Licenses

Variable Annuity License

Sales Coaching

Job description

Fifth Third Bank seeks an Investment Executive (Financial Advisor) in the Dallas area. You will lead client consultations, drive securities sales, and coach retail bankers to advise on investment solutions.

The role requires Series 7/66 (or 63/65) and state insurance licenses, plus a strong track record in brokerage and relationship building. Expect incentive-based compensation with a base or draw, and travel within the assigned territory.