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Financial Sales

Investment Team Leader & Wealth Advisor

Job in Naples, Collier County, Florida, 33939, USA
Listing for: Fifth Third Bank
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Sales
Job Description & How to Apply Below
A financial institution in Naples is seeking an Investment Executive (Financial Advisor) to lead a team of licensed bankers. Responsibilities include enhancing team performance through coaching, achieving sales targets, and building relationships with clients. Candidates must possess the Series 7 and 66 insurance licenses, along with strong sales and teaching skills. The role emphasizes risk management and requires active engagement with clients.

Competitive compensation is mainly incentive-based, fostering professional growth and rewards for achieving goals.
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