Investment Executive (Financial Advisor) Richardson, TX

Fifth Third Bancorp
Dallas
Workplace: OnsiteFull timeFunction: SalesSkills: ["Coaching","Teaching","Communication","Relationship building","Sales execution","Risk awareness"]

Lead the production and development of a team of licensed retail bankers while managing a client book with more complex financial profiles. Drive sales of securities products to achieve territory fee-income goals through customized coaching, group and individual training, and solo/joint client appointments. Maintain strong in-bank presence, handle client needs, perform follow-ups and referrals, and ensure risk oversight and adherence to policies.

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Fifth Third Bancorp
Fifth Third Bancorp
1 month ago

Investment Executive (Financial Advisor) Richardson, TX

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Closed

Job Summary

Lead the production and development of a team of licensed retail bankers while managing a client book with more complex financial profiles. Drive sales of securities products to achieve territory fee-income goals through customized coaching, group and individual training, and solo/joint client appointments. Maintain strong in-bank presence, handle client needs, perform follow-ups and referrals, and ensure risk oversight and adherence to policies.
Location: Dallas
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.
  • •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 goals, client experience, and financial results.
  • •Prepare internal sales tracking reports and conduct internal/external seminars to support business development and growth.

Key Requirements

  • •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.
  • •Demonstrated ability to transfer knowledge through coaching and teaching skills, including simplifying and communicating complex financial concepts.
  • •Proven ability to build strong internal and external client relationships and drive sales/presentation outcomes.
Experience:BankingSecuritiesFinancial services
Skills:CoachingTeachingCommunicationRelationship buildingSales executionRisk awareness
Licenses:State required insurance licenses
Certifications:Series 7Series 66Series 63Series 65Variable Annuity license

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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