Investment Executive (Financial Advisor) Irving, TX

ESSENTIAL DUTIES AND

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. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: 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. #LI-GO1 Investment Executive (Financial Advisor) Irving, TX At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other.

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 incentive compensation is based upon company, line of business and/or individual performance.

More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.

LOCATION -- Irving, Texas 75060 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third.