East Bay Investment Executive: Financial Advisor

Fifth Third Bank; San Leandro (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Fifth Third Bank is seeking an Investment Executive (Financial Advisor) for the Northern California East Bay area, based in Walnut Creek. The role focuses on leading a team of licensed retail bankers, driving securities product sales, and delivering tailored investment solutions to clients.

The position emphasizes coaching, risk management, and achieving targeted income through a combination of base pay and incentives. Extensive travel within the territory is expected.

Qualifications

• Prior Brokerage Industry Experience.
• Series 7/66 (or 63/65) and insurance licenses required; variable annuity license required.
• Motivated by commission sales and internal competition.
• Ability to motivate others in a team environment.
• Strong knowledge of securities, investments and financial solutions.

Responsibilities

• Achieve sales goals while serving clients' best interests.
• Plan and conduct coaching sessions for retail bank employees.
• Develop client meetings to review accounts and close sales with licensed bankers.
• Handle daily client needs and prioritize tasks to resolve.

Skills

Brokerage industry experience

Series 7/66 licenses

Variable annuity license

Sales coaching

Travel within territory

Job description

Fifth Third Bank is seeking an Investment Executive (Financial Advisor) for the Northern California East Bay area, based in Walnut Creek. The role focuses on leading a team of licensed retail bankers, driving securities product sales, and delivering tailored investment solutions to clients.

The position emphasizes coaching, risk management, and achieving targeted income through a combination of base pay and incentives. Extensive travel within the territory is expected.