Investment Executive; Financial Advisor Fort Worth, TX

Job Overview

This role is an Accountable Leader responsible for overall production, coaching, training, and development of a team of licensed retail bankers. The position may handle a large book of clients with complex financial profiles and is accountable for sales of a full range of securities products, achieving targeted securities fee income goals within an assigned territory. The leader designs and customizes coaching sessions to train bankers on investment strategies and product solutions, conducts solo and joint appointments, and maintains strong relationships with internal and external clients while ensuring compliance with risk policies and procedures.

• 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 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 for team to drive sales, achieve designated goals, enhance client experience, and meet financial results.
• Maintain comprehensive knowledge of all financial products through self‑study, periodicals, and appropriate coursework.
• Delegate tasks and ensure follow‑through.
• Prepare necessary internal reports for sales tracking.
• Coordinate and communicate with team on a daily basis to ensure accurate completion of accountabilities.
• Conduct internal and external seminars focused on business development and growth.
• Prioritize client needs and introduce services of other Fifth Third Bank employees, such as loans, estate planning, and deposits.
• Serve as a coach and mentor for licensed bank employees.
• Organize, share, and prepare licensed bankers with the tools and skills needed to be successful.
• Guide and promote progress toward established goals for the team.
• Recognize and reward achievement of goals.

• Prior brokerage industry experience.
• Series7 and 66 (or 63 and 65) and appropriate state‑required insurance licenses (exception: 7 and 63 in Michigan and Ohio).
• Variable annuity license required.
• Motivated by commission sales, recognition programs, and internal sales competition.
• Ability to motivate others in a team environment.
• Ability to transfer knowledge through highly developed coaching and teaching skills, 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.

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 and is based upon company, line of business, and/or individual performance. More information can be obtained upon request. The benefits program is comprehensive and supports the physical, financial, emotional, and social well‑being of employees and their families.

Dallas, Texas 75211

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.