Senior Investment Advisor & Team Coach

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

Job summary

Fifth Third Bank is seeking an Investment Executive (Financial Advisor) in Richardson, TX to lead a team of licensed retail bankers, drive securities product sales, and train bankers on investment strategies. The role focuses on developing client relationships, maintaining risk controls, and delivering financial solutions aligned with client goals.

The position emphasizes coaching, performance coaching, and collaboration across teams to meet revenue targets, with incentive-based compensation and

Qualifications

• Brokerage industry experience required.
• Ability to coach and train retail bankers.
• Strong skills in selling securities and financial solutions.
• Proven ability to develop client relationships and grow a book of business.

Responsibilities

• Achieve sales goals while serving clients' best interests.
• Plan and conduct individual and group coaching sessions.
• Develop client meetings to review accounts and close sales with licensed bankers.
• Handle daily client needs, prioritize tasks, and resolve issues.

Skills

Brokerage industry experience

Coaching能力

Sales-driven

Relationship building

Job description

Fifth Third Bank is seeking an Investment Executive (Financial Advisor) in Richardson, TX to lead a team of licensed retail bankers, drive securities product sales, and train bankers on investment strategies. The role focuses on developing client relationships, maintaining risk controls, and delivering financial solutions aligned with client goals.

The position emphasizes coaching, performance coaching, and collaboration across teams to meet revenue targets, with incentive-based compensation and