Investment Executive (Financial Advisor) Plano, TX

Fifth Third Bancorp
Dallas
Full timeFunction: SalesSkills: ["Coaching","Teaching","Communication","Relationship building","Sales"]

Lead production by coaching, training, and developing a team of licensed retail bankers while managing a client book with more complex financial profiles. Drive sales of securities products and achieve assigned securities fee income goals across your territory. Conduct coaching sessions, run individual and group client meetings, handle follow-up and referrals, and coordinate internally to support client needs, financial goals, risk management, and business growth.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Investment Executive (Financial Advisor) Plano, TX

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Lead production by coaching, training, and developing a team of licensed retail bankers while managing a client book with more complex financial profiles. Drive sales of securities products and achieve assigned securities fee income goals across your territory. Conduct coaching sessions, run individual and group client meetings, handle follow-up and referrals, and coordinate internally to support client needs, financial goals, risk management, and business growth.
Location: Dallas
Employment Type: Full time
Job Function: Sales
Seniority: Manager level

Key Responsibilities

  • •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 individually and jointly with licensed bankers.
  • •Manage sales planning for self and the team to drive sales, client experience, and financial results.
  • •Prepare sales-tracking reports and coordinate daily with the team to ensure accurate completion of accountabilities.

Key Requirements

  • •Prior brokerage industry experience.
  • •Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses are required; Variable Annuity license is required.
  • •Travel required within assigned territory.
  • •Highly developed knowledge of the securities business, investment products, and financial solutions.
  • •Highly developed sales and presentation skills, including the ability to coach and simplify complex financial concepts.
Experience:Brokerage
Skills:CoachingTeachingCommunicationRelationship buildingSales
Licenses:Series 7Series 66Series 63Series 65Variable Annuity licenseState required insurance licenses

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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