Senior Investment Advisor & Team Coach

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

Job summary

Fifth Third Bank in Irving, TX is seeking an Investment Executive (Financial Advisor) to lead licensed retail bankers, drive client growth, and oversee sales of securities within a defined territory.

The role emphasizes coaching, risk management, and compliance, with compensation largely incentive-based alongside base salary or draw. Travel within the territory is required, and licensing is mandatory.

Qualifications

• Must have brokerage industry experience.
• Licensed for Series 7 and Series 66 (or 63/65 as allowed).
• State insurance licenses as required by region.
• Proven coaching and training ability for sales teams.
• Strong client relationship development across a territory.

Responsibilities

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

Skills

Brokerage industry experience

Series 7 license

Series 66 license

State insurance licenses

Coaching & training skills

Client relationship building

Job description

Fifth Third Bank in Irving, TX is seeking an Investment Executive (Financial Advisor) to lead licensed retail bankers, drive client growth, and oversee sales of securities within a defined territory.

The role emphasizes coaching, risk management, and compliance, with compensation largely incentive-based alongside base salary or draw. Travel within the territory is required, and licensing is mandatory.