Investment Executive (Financial Advisor) Irving, TX

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

Lead production by coaching, training, and developing a team of licensed retail bankers, while managing a book of clients with more complex financial profiles. Drive sales of securities products to achieve targeted securities fee income goals within your territory through solo and joint client appointments. Plan and execute coaching sessions, run client meetings, follow up for referrals, and maintain deep knowledge of financial products and internal sales tracking and reporting.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Investment Executive (Financial Advisor) Irving, 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 book of clients with more complex financial profiles. Drive sales of securities products to achieve targeted securities fee income goals within your territory through solo and joint client appointments. Plan and execute coaching sessions, run client meetings, follow up for referrals, and maintain deep knowledge of financial products and internal sales tracking and reporting.
Location: Dallas
Workplace: Onsite
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 and close sales individually and jointly with licensed bankers.
  • •Handle daily client needs by prioritizing and resolving problems and completing follow-up to maintain relationships and develop referrals.
  • •Manage sales planning for self and team, maintain product knowledge, prepare internal sales tracking reports, and coordinate internal/external seminars for business development.
Travel: Low travel

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.
  • •Motivated by commission sales and internal sales competition/recognition programs.
  • •Ability to motivate others and transfer knowledge through highly developed coaching and teaching skills.
  • •Demonstrated ability to simplify and communicate complex financial concepts while building strong internal and external client relationships.
Experience:BrokerageFinancial services
Skills:CoachingTeachingSalesRisk awarenessCommunication
Licenses:Insurance licensesVariable Annuity license
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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