Investment Executive (Financial Advisor) Irving, TX

About the Role

Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle a large book of clients with more complex financial profiles. Responsible for sales of a full range of securities products and achieving targeted securities fee income goals within an assigned territory. Designs and customizes coaching sessions to train bankers on investment strategies and product solutions.

Responsibilities

• Achieve sales goals while serving the clients' best interests.
• Plan and conduct individual and group coaching sessions with retail bank employees.
• Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers.
• Handle daily client needs and problems, prioritize and delegate tasks to resolve.
• Post-appointment follow-up to maintain relationships and develop referrals from existing client base.
• Manage sales planning for self and team to drive sales and achieve designated goals, client experience, and financial results.
• Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework.
• Delegate tasks and follow-through on execution.
• Prepare necessary internal reports for sales tracking.
• Coordinate and communicate with the team daily to ensure accurate completion of accountabilities.
• Conduct internal and external seminars to focus on business development and growth.
• Prioritize client needs and introduce services of other Fifth Third Bank employees (e.g., loans, estate planning, deposits).
• Serve as a coach and mentor for licensed bank employees.
• Thoroughly organize, share, and prepare licensed bankers with tools and skills needed to be successful.
• Guide and promote progress toward established goals for the team.
• Recognize and reward achievement of goals.

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.
• Variable Annuity license is required.
• Motivated by commission sales, recognition programs, and internal sales competition among co-workers.
• Ability to motivate others in a team environment.
• Ability to transfer knowledge through highly developed coaching and teaching skills; can relay complex products and processes.
• Demonstrated ability to simplify and communicate complex financial concepts.
• Proven experience in building strong internal and external client relationships.
• Highly developed knowledge of the securities business, investment products, and financial solutions.
• Highly developed sales and presentation skills.
• Travel required within assigned territory.

Benefits

Fifth Third offers comprehensive benefits and differentiated compensation to support employees' physical, financial, emotional, and social well-being. Total Rewards include:

• Incentive-based compensation combined with either a base salary or a draw, based on company, line of business, and/or individual performance.

More information about benefits can be found on the 53.com Careers page.

Pay

Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation.

Location: Irving, Texas 75060