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Senior Investment Advisor & Team Coach
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-07-08
Listing for:
Fifth Third Bank
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Sales, Wealth Management
Job Description & How to Apply Below
Fifth Third Bank is looking for an Investment Executive (Financial Advisor) in Walnut Creek, California. In this role, you will be accountable for coaching a team of licensed bankers and handling complex client portfolios.
The position emphasizes achieving sales goals while ensuring positive client experiences. You will also conduct training sessions and maintain comprehensive knowledge of financial products. Prior brokerage industry experience and relevant licenses are required.
Compensation is primarily incentive-based, with a focus on sales performance.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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