Investment Executive (Financial Advisor) Northern, CA - East Bay

Fifth Third Bancorp
Fremont, San Ramon
Workplace: OnsiteFull timeFunction: SalesSkills: ["Coaching","Teaching","Client relationship building","Sales leadership","Communication"]

Lead coaching and training for a team of licensed retail bankers while managing a client book with more complex financial profiles. Drive sales of securities products within an assigned territory, meet with clients to review accounts and close sales individually and jointly, and provide post-appointment follow-up and referrals. Maintain strong internal/external relationships through seminars, reporting, and continuous product knowledge to help clients achieve their financial goals.

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Fifth Third Bancorp
Fifth Third Bancorp
11 hours ago

Investment Executive (Financial Advisor) Northern, CA - East Bay

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Lead coaching and training for a team of licensed retail bankers while managing a client book with more complex financial profiles. Drive sales of securities products within an assigned territory, meet with clients to review accounts and close sales individually and jointly, and provide post-appointment follow-up and referrals. Maintain strong internal/external relationships through seminars, reporting, and continuous product knowledge to help clients achieve their financial goals.
Location: Fremont, San Ramon
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Manager level

Key Responsibilities

  • •Achieve securities 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 accounts and close sales individually and jointly with licensed bankers.
  • •Manage daily client needs, prioritize and delegate tasks, and complete post-appointment follow-up and referrals.
  • •Prepare internal sales tracking reports and coordinate with the team on daily accountabilities.
Travel: Medium travel

Key Requirements

  • •Prior brokerage industry experience.
  • •Hold Series 7 and 66 (or 63 and 65) and appropriate state insurance licenses; variable annuity license is required.
  • •Demonstrated ability to build strong internal and external client relationships.
  • •Highly developed knowledge of securities business, investment products, and financial solutions.
  • •Highly developed sales and presentation skills, including the ability to simplify and communicate complex financial concepts.
Skills:CoachingTeachingClient relationship buildingSales leadershipCommunication
Certifications:Series 7Series 66Series 63Series 65Variable Annuity License

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
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