Investment Executive (Financial Advisor) Houston Heights, TX

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

Lead production by coaching, training, and developing a team of licensed retail bankers while driving sales of a full range of securities products. Manage and grow client relationships, including joint and solo appointments to review accounts, identify prospects, and close sales that align with clients’ financial goals. Plan sales activity for self and team, support internal seminars and referrals, and prepare sales-tracking reports while following risk policies.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Investment Executive (Financial Advisor) Houston Heights, TX

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

Job Summary

Lead production by coaching, training, and developing a team of licensed retail bankers while driving sales of a full range of securities products. Manage and grow client relationships, including joint and solo appointments to review accounts, identify prospects, and close sales that align with clients’ financial goals. Plan sales activity for self and team, support internal seminars and referrals, and prepare sales-tracking reports while following risk policies.
Location: Houston
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Manager level

Key Responsibilities

  • •Achieve securities sales goals while serving clients’ best interests.
  • •Plan and conduct individual and group coaching sessions for retail bank employees, serving as coach and mentor.
  • •Develop and conduct client meetings, including solo and joint appointments, to review accounts and close sales.
  • •Handle daily client needs, prioritize and delegate tasks, and complete post-appointment follow-up to maintain relationships and referrals.
  • •Manage sales planning for self and the team, maintain product knowledge, and prepare internal sales tracking reports.

Key Requirements

  • •Prior Brokerage Industry Experience.
  • •Series 7 and Series 66 (or Series 63 and Series 65) and appropriate state required insurance licenses.
  • •Variable Annuity license is required.
  • •Ability to coach, teach, and transfer knowledge through highly developed coaching and teaching skills.
  • •Highly developed sales and presentation skills with strong internal and external client relationship-building experience.
Skills:CoachingTeachingRisk awarenessClient relationship buildingSales communication
Licenses:State required insurance licenses
Certifications:Series 7Series 66Series 63Series 65Variable Annuity

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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