Senior Investment Advisor & Team Coach

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

Job summary

Fifth Third Bank is seeking an Investment Executive (Financial Advisor) to lead a team of licensed retail bankers, drive securities sales, and coach staff on investment strategies and product solutions. The role involves conducting client meetings, identifying opportunities, and maintaining client relationships to achieve financial goals.

The position emphasizes risk awareness, adherence to policies, and delivering a positive customer experience while operating within the bank's risk appetite.

Qualifications

• Requires brokerage industry experience.
• Series 7, 66 (or 63/65) licenses and state required insurance licenses.
• Demonstrated ability to coach and train staff.
• Proven ability to build internal and external client relationships.
• Willingness to travel within assigned territory.

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 accounts and close sales with licensed bankers.
• Handle daily client needs and problems and prioritize and delegate tasks to resolve.
• Post-appointment follow-up to maintain relationships and develop referrals.
• Manage sales planning for self and team to drive sales and achieve goals.
• Maintain knowledge of all financial products through self-study and coursework.
• Prepare internal reports for sales tracking.
• Coordinate daily communications to ensure tasks are completed.
• Conduct internal and external seminars focused on business development.
• Promote services of other bank employees (loans, estate planning, deposits).
• Coach and mentor licensed bankers.

Skills

Brokerage industry experience

Series 7 & 66 licenses

Coaching and teaching skills

Sales-driven

Job description

Fifth Third Bank is seeking an Investment Executive (Financial Advisor) to lead a team of licensed retail bankers, drive securities sales, and coach staff on investment strategies and product solutions. The role involves conducting client meetings, identifying opportunities, and maintaining client relationships to achieve financial goals.

The position emphasizes risk awareness, adherence to policies, and delivering a positive customer experience while operating within the bank's risk appetite.