Senior Investment Executive & Team Coach

Fifth Third Bank; Houston (TX); Presencial; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

Fifth Third Bank in Houston, TX seeks an Investment Executive (Financial Advisor) to lead a sales-focused team within River Oaks. The role requires strong brokerage experience, relevant licenses, and a proven ability to coach bankers and close complex client solutions.

The position emphasizes incentive-based compensation with potential base salary or draw, and comprehensive benefits designed to support varied financial goals.

Formación

• Prior Brokerage Industry Experience.
• Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio). Variable Annuity license is required.
• Motivated by commission sales and internal sales competition.
• Ability to motivate others in a team environment.
• Demonstrated ability to simplify and communicate complex financial concepts.
• Travel required within assigned territory.

Responsabilidades

• Achieve sales goals while serving 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 tasks to resolve them.
• Post-appointment follow-up to maintain relationships and develop referrals.

Conocimientos

Brokerage experience

Coaching/mentoring

Sales motivation

Communication/presentation

Team leadership

Willing to travel

Descripción del empleo

Fifth Third Bank in Houston, TX seeks an Investment Executive (Financial Advisor) to lead a sales-focused team within River Oaks. The role requires strong brokerage experience, relevant licenses, and a proven ability to coach bankers and close complex client solutions.

The position emphasizes incentive-based compensation with potential base salary or draw, and comprehensive benefits designed to support varied financial goals.