Senior Investment Advisor & Team Coach

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

Benefits offered by this job

Comprehensive benefits

Incentive-based compensation

Job summary

Fifth Third Bank in Houston Heights, TX seeks an Investment Executive (Financial Advisor) to lead client meetings, coach licensed bankers on investment strategies, and drive securities sales with tailored financial solutions. You will manage a portfolio, develop referrals, and deepen client relationships in a collaborative team environment.

Strong knowledge of securities products, licenses, and risk-aware practices is essential.

Qualifications

• Brokerage knowledge and securities product awareness required.
• Licenses for securities and insurance must be active.
• Ability to translate complex financial concepts into client solutions.

Responsibilities

• Achieve sales goals while serving clients' best interests.
• Plan and conduct coaching sessions for licensed bankers.
• Develop client meetings to review accounts and close sales.
• Coordinate with team to drive referrals and growth.

Skills

Brokerage industry experience

Commission-based sales

Team coaching

Client relationship management

Sales planning

Education

Series 7, 66 (or 63 and 65) and state insurance licenses

Variable Annuity license

Job description

Fifth Third Bank in Houston Heights, TX seeks an Investment Executive (Financial Advisor) to lead client meetings, coach licensed bankers on investment strategies, and drive securities sales with tailored financial solutions. You will manage a portfolio, develop referrals, and deepen client relationships in a collaborative team environment.

Strong knowledge of securities products, licenses, and risk-aware practices is essential.