Elevate your career in finance as a Financial Advisor at Fifth Third Bank in Greensboro, NC. This full time position focuses on coaching, client relationship building, and achieving sales goals within your territory.
As an Investment Executive, you will lead a team of licensed bankers while managing a diverse client portfolio. Your responsibilities include training others in investment strategies, conducting client meetings, and ensuring compliance with finance regulations. You will demonstrate the ability to motivate your team and achieve sales objectives effectively.
Key Responsibilities:
• Achieve sales goals while prioritizing client interests
• Conduct coaching sessions for retail banking staff
• Lead client meetings to boost account performance
• Address client needs and delegate tasks effectively
• Manage sales planning to meet targets, experience, and results
Requirements:
• Brokerage industry experience is mandatory
• Series 7 and 66 licenses required
• Motivated by commission and sales recognition
• Proven coaching and teaching skills
• Strong relationship-building abilities
Utilize your financial expertise and leadership skills to excel at Fifth Third Bank in Greensboro.
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📌 Financial Advisor at Fifth Third Bank (Ontario)
🏢 Fifth Third Bank, N.A.
📍 Ontario
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