Fifth Third Bancorp

2 weeks ago

Investment Executive (Financial Advisor) Fort Worth, TX

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Lead sales and advisor coaching for licensed retail bankers within an assigned territory. Drive securities production and targeted securities fee income goals by planning and running individual and group coaching sessions, conducting solo/joint client appointments, and conducting post-appointment follow-up for referrals. Maintain strong internal and external relationships, prepare sales tracking reports, and deliver internal/external seminars while operating within the bank’s risk policies.

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 for retail bank employees.
•Develop and conduct client meetings to review accounts and close sales individually and jointly with licensed bankers.
•Manage daily client needs by prioritizing and delegating tasks; provide post-appointment follow-up and referral development.
•Manage sales planning for self and team to drive sales, client experience, and financial results, including internal reporting and seminars.

Key Requirements

•Prior brokerage industry experience.
•Must hold Series 7 and 66 licenses (or 63 and 65) and appropriate state-required insurance licenses; variable annuity license required.
•Motivated by commission sales, recognition programs, and internal sales competitions.
•Ability to coach and teach, relaying complex financial products and processes clearly.
•Proven ability to build strong internal and external client relationships and simplify complex financial concepts.

Experience:BrokerageFinancial servicesSecurities

Skills:CoachingTeachingClient relationship buildingSales and presentationRisk awareness

Licenses:Series 7Series 66Series 63Series 65Variable Annuity licenseState insurance 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

Glassdoor: 3.7

Website LinkedIn Glassdoor

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Fifth Third Bancorp

2 weeks ago

Investment Executive (Financial Advisor) Fort Worth, TX

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

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 for retail bank employees.
•Develop and conduct client meetings to review accounts and close sales individually and jointly with licensed bankers.
•Manage daily client needs by prioritizing and delegating tasks; provide post-appointment follow-up and referral development.
•Manage sales planning for self and team to drive sales, client experience, and financial results, including internal reporting and seminars.

Key Requirements

•Prior brokerage industry experience.
•Must hold Series 7 and 66 licenses (or 63 and 65) and appropriate state-required insurance licenses; variable annuity license required.
•Motivated by commission sales, recognition programs, and internal sales competitions.
•Ability to coach and teach, relaying complex financial products and processes clearly.
•Proven ability to build strong internal and external client relationships and simplify complex financial concepts.

Experience:BrokerageFinancial servicesSecurities

Skills:CoachingTeachingClient relationship buildingSales and presentationRisk awareness

Licenses:Series 7Series 66Series 63Series 65Variable Annuity licenseState insurance license

Company Brief

Fifth Third Bancorp

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

Glassdoor: 3.7

Website LinkedIn Glassdoor