Investment Executive (Financial Advisor) Grapevine, TX

Fifth Third Bank•Coppell, TX

5d•Onsite

About The Position

Fifth Third Bank is seeking an Investment Executive (Financial Advisor) to join their team. This role is responsible for the overall production, coaching, training, and development of a team of licensed retail bankers. The Investment Executive may also manage a large book of clients with complex financial profiles and is accountable for the sales of a full range of securities products to achieve targeted securities fee income goals within their assigned territory. This position involves designing and conducting coaching sessions to train bankers on investment strategies and product solutions, as well as conducting solo and joint appointments to help bankers identify potential clients and provide solutions aligned with client needs and financial goals. Maintaining a presence within the bank to develop strong relationships and credibility with internal and external clients is also a key aspect of this role. The Investment Executive is responsible for risk management by openly exchanging ideas, elevating concerns, and adhering to policies and procedures, ensuring actions and behaviors drive a positive customer experience and align with the Bank's risk appetite.

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.

Responsibilities

Achieving 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 and 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 for 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.
Ability to delegate tasks and follow-through.
Prepare necessary internal reports for sales tracking.
Coordinate and communicate with team on daily basis to insure 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, i.e. loans, estate planning, deposits.
Serves 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 team.
Recognize and reward achievement of goals.