Investment Executive (Financial Advisor) Uptown Houston, TX

Fifth Third Bancorp
Houston
Workplace: OnsiteFull timeFunction: SalesSkills: ["Coaching","Teaching","Risk awareness","Client relationship management","Communication"]

Lead production by coaching, training, and developing a team of licensed retail bankers while managing a territory and a complex client book. Drive sales of securities products and meet securities fee-income targets through solo and joint client appointments, seminars, and appointment follow-up. Support client outcomes by matching investment strategies and product solutions to goals, while maintaining required licenses, product knowledge, reporting, and risk-focused behaviors.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Investment Executive (Financial Advisor) Uptown Houston, 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 managing a territory and a complex client book. Drive sales of securities products and meet securities fee-income targets through solo and joint client appointments, seminars, and appointment follow-up. Support client outcomes by matching investment strategies and product solutions to goals, while maintaining required licenses, product knowledge, reporting, and risk-focused behaviors.
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 within assigned territory.
  • •Plan and conduct individual and group coaching sessions for retail bank employees.
  • •Conduct client meetings and appointments to review accounts and close sales individually and jointly with licensed bankers.
  • •Manage sales planning, track performance with internal reporting, and coordinate daily with the team.
  • •Maintain comprehensive knowledge of financial products and deliver internal/external seminars for business development and growth.
Travel: Low travel

Key Requirements

  • •Prior Brokerage Industry Experience.
  • •Hold Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses; Variable Annuity license required.
  • •Ability and motivation for commission-based sales, including recognition programs and internal sales competition.
  • •Ability to motivate others and transfer knowledge through strong coaching and teaching skills.
  • •Proven ability to build internal and external client relationships and communicate complex financial concepts.
Experience:Brokerage
Skills:CoachingTeachingRisk awarenessClient relationship managementCommunication
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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