Senior Investment Executive: Lead & Grow Client Wealth

Fifth Third; Houston (TX); On-site; USD 90,000 - 160,000; Full time

Job summary

Fifth Third Bank is seeking an Investment Executive (Financial Advisor) in River Oaks, TX, to lead a team of licensed retail bankers and drive securities product sales. The role emphasizes coaching, client meetings, and building relationships while ensuring compliance with risk and regulatory standards.

The position requires Series 7/66 and insurance licenses, a variable annuity license, and a strong focus on achieving sales and revenue targets within the assigned territory.

Qualifications

• Prior Brokerage Industry Experience.
• Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses.
• Variable Annuity license is required.
• Motivated by commission sales, recognition programs, and internal sales competition among co-workers.
• Ability to motivate others in a team environment.
• Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes.
• Demonstrated ability to simplify and communicate complex financial concepts.
• Proven experience in building strong internal and external client relationships.
• Highly developed knowledge of the securities business, investment products and financial solutions.
• Highly developed sales and presentation skills.
• Travel required 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 existing accounts and close sales individually and jointly 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 from existing client base.
• Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results.
• Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework.

Skills

Presentation skills

Sales skills

Coaching skills

Communication skills

Team leadership

Job description

Fifth Third Bank is seeking an Investment Executive (Financial Advisor) in River Oaks, TX, to lead a team of licensed retail bankers and drive securities product sales. The role emphasizes coaching, client meetings, and building relationships while ensuring compliance with risk and regulatory standards.

The position requires Series 7/66 and insurance licenses, a variable annuity license, and a strong focus on achieving sales and revenue targets within the assigned territory.