Investment Executive (Financial Advisor) Garland, TX

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

Lead production by coaching, training, and developing a team of licensed retail bankers while managing and expanding client relationships. Drive sales of securities products to achieve targeted securities fee income goals in an assigned territory. Conduct individual and group coaching, run client meetings, handle day-to-day client needs, and perform post-appointment follow-up and referrals. Maintain up-to-date knowledge of financial products, prepare sales tracking reports, and contribute to seminars and business development activities.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Investment Executive (Financial Advisor) Garland, 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 and expanding client relationships. Drive sales of securities products to achieve targeted securities fee income goals in an assigned territory. Conduct individual and group coaching, run client meetings, handle day-to-day client needs, and perform post-appointment follow-up and referrals. Maintain up-to-date knowledge of financial products, prepare sales tracking reports, and contribute to seminars and business development activities.
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 to review accounts and close sales individually and jointly with licensed bankers.
  • •Handle daily client needs, troubleshoot problems, and prioritize and delegate tasks to resolve issues.
  • •Manage sales planning and tracking, including internal reports and coordination with the team to complete responsibilities accurately.
Travel: Low travel

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, and a Variable Annuity license is required.
  • •Ability to motivate others in a team environment and transfer knowledge through coaching and teaching.
  • •Demonstrated ability to simplify and communicate complex financial concepts.
  • •Proven experience building strong internal and external client relationships, with highly developed sales and presentation skills.
Experience:Brokerage
Skills:CoachingTeachingCommunicationRelationship-buildingSales motivation
Licenses:Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 licenseVariable Annuity licenseAppropriate state insurance licenses
Certifications:Series 7Series 66Variable Annuity licenseSeries 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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