Wealth Advisor & Team Coach — Financial Growth Lead

Fifth Third; Dallas (TX); On-site; USD 65,000 - 120,000; Full time

Job summary

Fifth Third Bank in Plano, TX is hiring an Investment Executive to lead a team of licensed bankers, training them in investment strategies and financial solutions. You will conduct client meetings, identify opportunities, and drive securities fee income within your territory.

The role requires Series 7/66 and state insurance licenses, strong relationship skills, and a proven track record in securities sales. Travel within the territory is expected.

Qualifications

• Active securities licenses (Series 7/66 or 63/65) and state insurance licenses.
• Experience in securities and financial products and solutions.
• Proven ability to build strong client relationships and drive sales.

Responsibilities

• Lead and coach licensed bankers on investment strategies and product solutions.
• Plan and conduct client meetings to review accounts and close sales.
• Organize seminars and training to develop business and client relationships.
• Travel within the assigned territory to meet clients and prospects.

Skills

Brokerage exp

Sales orientation

Coaching skills

Presentation skills

Relationship building

Financial concepts

Education

Brokerage licenses: Series 7/66 and state licenses

Tools

Series 7 license

Series 66 license

Insurance licenses

Variable annuity license

Job description

Fifth Third Bank in Plano, TX is hiring an Investment Executive to lead a team of licensed bankers, training them in investment strategies and financial solutions. You will conduct client meetings, identify opportunities, and drive securities fee income within your territory.

The role requires Series 7/66 and state insurance licenses, strong relationship skills, and a proven track record in securities sales. Travel within the territory is expected.