Investment Executive | East Bay Financial Advisor

Fifth Third Bank; Walnut Creek (CA); Vor Ort; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

Fifth Third Bank, National Association, is seeking an Investment Executive (Financial Advisor) for the Northern California East Bay area, based in Walnut Creek. You will lead client meetings, drive sales of securities, and coach licensed bankers to grow the business.

The role emphasizes relationship development, risk management, and adherence to regulatory requirements while delivering tailored financial solutions. Travel within the territory is required.

Qualifikationen

• Brokerage industry experience is required.
• Active Series 7 and Series 66 (or 63/65 where applicable) licenses required.
• State insurance licenses with variable annuity license is required.
• Strong coaching and client relationship skills.

Aufgaben

• Achieve sales goals while serving clients' best interests.
• Plan and conduct coaching sessions for retail bankers.
• Lead client meetings to review accounts and close sales.
• Maintain relationships and generate referrals from existing clients.
• Coordinate sales planning and report on activity and results.

Kenntnisse

Brokerage experience

Series 7

Series 66

Series 63

Insurance licenses

Variable annuity license

Coaching & training

Client relationship building

Jobbeschreibung

Fifth Third Bank, National Association, is seeking an Investment Executive (Financial Advisor) for the Northern California East Bay area, based in Walnut Creek. You will lead client meetings, drive sales of securities, and coach licensed bankers to grow the business.

The role emphasizes relationship development, risk management, and adherence to regulatory requirements while delivering tailored financial solutions. Travel within the territory is required.