Investment Executive (Financial Advisor) Grapevine, TX

Fifth Third Bancorp
Dallas
Workplace: OnsiteFull timeFunction: SalesSkills: ["Coaching","Motivation","Teaching","Communication","Relationship building"]

Lead production and coaching for a team of licensed retail bankers while helping them build client relationships and close securities sales. Manage your own client book with complex profiles, conduct solo and joint appointments, and drive targeted securities fee income goals in your assigned territory. Plan and run individual and group coaching sessions, maintain deep knowledge of financial products, and support referrals through post-appointment follow-up and seminars.

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Fifth Third Bancorp
Fifth Third Bancorp
1 month ago

Investment Executive (Financial Advisor) Grapevine, TX

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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 production and coaching for a team of licensed retail bankers while helping them build client relationships and close securities sales. Manage your own client book with complex profiles, conduct solo and joint appointments, and drive targeted securities fee income goals in your assigned territory. Plan and run individual and group coaching sessions, maintain deep knowledge of financial products, and support referrals through post-appointment follow-up and seminars.
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.
  • •Conduct client meetings and close sales individually and jointly with licensed bankers, including appointment follow-up for referrals.
  • •Manage sales planning for self and team to drive sales, client experience, and financial results; prepare internal sales tracking reports.
  • •Maintain comprehensive knowledge of financial products and organize internal/external seminars to support business development and growth.

Key Requirements

  • •Prior brokerage industry experience.
  • •Hold Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (with stated exceptions), plus a variable annuity license.
  • •Motivated by commission sales and internal recognition programs/sales competition.
  • •Ability to motivate others and transfer knowledge using highly developed coaching and teaching skills.
  • •Ability to simplify and communicate complex financial concepts and build strong internal/external client relationships.
Skills:CoachingMotivationTeachingCommunicationRelationship building
Licenses:State required insurance license
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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