Senior Investment Executive & Team Coach (Financial Advisor)

Fifth Third; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

Fifth Third Bank in Fort Worth, TX seeks an Investment Executive (Financial Advisor) to lead a team of licensed retail bankers and drive securities sales. You will coach bankers, conduct client meetings, and close sales with complex financial profiles while ensuring risk controls and a strong customer focus.

The role requires Series 7 and 66 (or 63/65) licenses, insurance credentials, and a Variable Annuity license, with travel within the territory.

Qualifications

• 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) are required.
• 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 coaching and teaching skills.
• Demonstrated ability to simplify and communicate complex financial concepts.
• Proven experience in building strong internal and external client relationships.

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.
• Ability to delegate tasks and follow-through.
• Prepare necessary internal reports for sales tracking.
• Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities.
• Conduct internal and external seminars to focus on business development and growth.
• Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits.
• Serves as a coach and mentor for licensed bank employees.
• Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful.
• Guide and promote progress toward established goals for team.
• Recognize and reward achievement of goals.

Skills

Series 7

Series 66

Insurance licenses

Variable Annuity license

Brokerage experience

Coaching

Sales leadership

Job description

Fifth Third Bank in Fort Worth, TX seeks an Investment Executive (Financial Advisor) to lead a team of licensed retail bankers and drive securities sales. You will coach bankers, conduct client meetings, and close sales with complex financial profiles while ensuring risk controls and a strong customer focus.

The role requires Series 7 and 66 (or 63/65) licenses, insurance credentials, and a Variable Annuity license, with travel within the territory.