Investment Executive (Financial Advisor) Fort Worth, TX
Core
Lead a team of licensed retail bankers to achieve sales goals for securities products and complex financial solutions while coaching staff on investment strategies.
Role type
Senior IC Investment Executive (Financial Advisor)
Builds
Securities products and financial solutions for retail clients
Domain
Banking / Wealth Management
Required skills
Coaching and mentoring, Sales planning, Client relationship management, Securities product knowledge, Risk management, Team leadership, Financial planning, Presentation skills, Delegation, Territory management
Preferred skills
Brokerage industry experience, Variable Annuity licensing
Technologies
N/A
Responsibilities
Coach and train retail bankers on investment strategies and product solutions, Conduct client meetings to review accounts and close sales, Manage sales planning for self and team to achieve financial goals, Handle daily client needs and problems, Maintain presence within the bank to develop client relationships, Prepare internal reports for sales tracking, Conduct seminars to focus on business development
Seniority
Senior, hands-on IC