Lead Investment Advisor & Financial Solutions Coach
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-08-22
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-22
Job specializations:
-
Sales
Job Description & How to Apply Below
Fifth Third Bank is seeking an experienced sales leader to manage a team of licensed retail bankers. You will coach, train, and develop staff, review client accounts, and drive sales while prioritizing client interests.
Travel within the assigned territory is required. The role requires Series 7 and 66, insurance licenses, and a strong ability to build relationships, present financial solutions, and achieve sales goals across your territory.
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