Investment Executive (Financial Advisor) The Woodlands, TX

Fifth Third Bancorp
Houston
Workplace: OnsiteFull timeFunction: SalesSkills: ["Coaching","Sales","Risk awareness","Client relationship building","Communication"]

Lead sales of securities products within an assigned territory while coaching and developing a team of licensed retail bankers. Handle individual and joint client appointments to review accounts, identify prospects, and close sales that align with clients’ financial goals. Deliver ongoing coaching and training sessions, maintain internal reporting, and promote business growth through seminars and referrals, while adhering to risk policies and customer-first expectations.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Investment Executive (Financial Advisor) The Woodlands, TX

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Lead sales of securities products within an assigned territory while coaching and developing a team of licensed retail bankers. Handle individual and joint client appointments to review accounts, identify prospects, and close sales that align with clients’ financial goals. Deliver ongoing coaching and training sessions, maintain internal reporting, and promote business growth through seminars and referrals, while adhering to risk policies and customer-first expectations.
Location: Houston
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Manager level

Key Responsibilities

  • •Achieve sales goals while serving clients’ best interests by selling a full range of securities products and meeting fee income targets.
  • •Plan and conduct individual and group coaching sessions for retail bank employees; mentor licensed bankers and guide progress toward team goals.
  • •Conduct individual and joint client meetings to review accounts, identify prospects, and close sales that align with clients’ needs and objectives.
  • •Handle daily client needs, prioritize and delegate tasks, and complete post-appointment follow-up to maintain relationships and generate referrals.
  • •Prepare internal sales tracking reports and coordinate communications with the team; conduct internal and external seminars to support business development and growth.

Key Requirements

  • •Prior brokerage industry experience.
  • •Must hold Series 7 and 66, or Series 63 and 65, plus appropriate state insurance licenses (exception noted for Michigan and Ohio).
  • •Variable Annuity license is required.
  • •Ability to coach, teach, and transfer knowledge through highly developed coaching and teaching skills.
  • •Proven experience building strong internal and external client relationships and communicating complex financial concepts.
Experience:BrokerageSecurities
Skills:CoachingSalesRisk awarenessClient relationship buildingCommunication
Licenses:Variable annuity licenseState insurance licenses
Certifications:Series 7Series 66Series 63Series 65

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
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