Wealth Management Advisor

About the role

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

Responsibilities

• Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities.
• Effectively utilizes Life360 Discovery process to profile clients and issues to identify client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning.
• Acts as the Core Team Member for One Bank to identify opportunities with new and existing bank customers.
• Continually monitors and evaluates client needs to identify opportunities to expand and deepen household relationship.
• Demonstrates proficiency in the utilization of consultative and advice driven sales; manages execution of client service standards to develop and retain lasting client relationships.
• Develops and strategically executes personal business plan to achieve defined revenue and business objectives.
• Institutes habits that ensure coordination of team in the consistent delivery of Private Bank experience standards.
• Utilizes the Life360 process when working with team members to deliver advice based solutions.
• Collaborates with a customized team of specialists to deliver high-quality client service.
• Safeguards service standards and metrics are met based on needs, segmentation, asset allocation, and risk management.
• Identifies and refers opportunities providing for the utilization of advanced planning solutions.
• Coordinates and collaborates with client third party advisors (e.g., attorney, accountant) to ensure synergy of advisors' recommendations, consistent to client goals.
• Promotes and utilizes internal and external service providers to optimize effectiveness and efficiency.
• Provides client with information regarding current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics.
• Manages overall profitability of client relationship.
• Ensures process information recorded timely in CRM regarding status and activities.
• Drives continuous improvement by looking for ways to deepen relationship with client through all areas of Private Bank and other appropriate Bancorp channels.
• Acts as primary point of contact for COI within Bank.
• Accounts for the implementation of recommendations delivered to client.
• Ledges the 90-day client on-boarding process.
• Works in collaboration with team members to ensure alignment and exchange information and resources necessary to meet shared objectives.
• Addresses developmental needs and knowledge gaps as requested by manager and the Private Bank.
• Champions the Bancorp Vision and Core Values through personal actions and leadership influence to promote high-performing work groups.
• Exhibits a sense of urgency and a continual drive to results coupled with an ability to partner effectively with management at all organizational levels.
• Supports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results.
• Actively participates within professional and community organizations.
• Actively networks and effectively builds relationships internally and externally of the Bank.

  Requirements

  • Bachelor's degree or equivalent work experience required.
  • Business Administration, Finance, or Economics is preferred.
  • CFP, CFA, or CPWA industry certification is preferred and will be required within 24 months (36 months for CFA) of start date to align with 5/3 Private Bank practice management requirements.
  • The professional designations of Juris Doctorate (JD) and/or Certified Public Accountant (CPA) will also be accepted for this industry certification requirement.
  • Minimum of 5-7 years of successful sales/client service experience in financial services industry.
  • Appropriate state life and Health insurance licenses are required in accordance with licensing guidelines.
  • Stays abreast and informed of regulatory and governmental changes that impact clients.
  • Works with specialists to keep up-to-date on services and solutions.
  • Demonstrates strong interpersonal negotiation, verbal and written communication, and presentation skills.
  • Demonstrated proficiency in delivery of branded presentations, materials and solutions.
  • Uses effective problem solving and analytical skills.
  • Computer / Technical: Ability to use software including: Word, Excel and PowerPoint, CRM or related systems.

  Qualifications

  This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

  Skills

  • Strong interpersonal negotiation, verbal and written communication, and presentation skills.
  • Demonstrated proficiency in delivery of branded presentations, materials and solutions.
  • Effective problem solving and analytical skills.
  • Ability to use software including: Word, Excel and PowerPoint, CRM or related systems.

  Benefits

  Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html.

  Pay

  The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.

  Schedule

  Normal office environment with little exposure to dust, noise, temperature and the like.