Licensed Invest Support Specialist II- Chardon, OH
Fifth Third Bank(1 month ago)
About this role
A Licensed Investment Support Specialist II at Fifth Third Bank is a licensed, mid-level Wealth Management role that supports registered securities representatives and their client relationships within the bank. The position sits within the investment/wealth management function, emphasizes regulatory compliance and risk-awareness, and requires prior brokerage experience and securities licensing. The role is based in Chardon, OH and participates in delivering investment services to clients.
Required Skills
- Administrative Support
- Account Maintenance
- Trade Execution
- Risk Management
- Client Communication
- Compliance
- Operational Support
- Relationship Management
- Microsoft Excel
- Time Management
Qualifications
- High School Diploma
- BS in Finance (Preferred)
- Securities Industry Essentials (SIE)
- Series 7
- Series 66
- Series 65
- Series 63
- State Insurance Licenses
- Variable Annuity Certification
About Fifth Third Bank
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