Wealth Management Advisor Ii

Fifth Third Bank

Chicago, IL, United States
Base: 121,900.00 - 262,100.00 usd annual; bonus/eq...
Client relationship management
Sales and business development
Wealth planning
Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals

Job Summary

  • Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals.
  • Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities.
  • Institutes habits that ensure coordination of team in the consistent delivery of Private Bank experience standards.

Matching Summary

Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals.

Salary

Base: 121,900.00 - 262,100.00 USD Annual; Bonus/Equity: Eligible for incentive compensation plan; Benefits: Comprehensive benefits programs

Skills & Requirements

Must-have

  • client relationship management
  • sales and business development
  • wealth planning
  • risk management
  • client service standards

Nice-to-have

  • team coordination
  • advice driven sales
  • building relationships
  • driving continuous improvement
  • professional and community organizations

Key Requirements

  • Bachelors degree or equivalent work experience
  • CFP, CFA, or CPWA certification preferred
  • Juris Doctorate (JD) and/or CPA accepted
  • Appropriate state life and Health insurance licenses
  • Minimum of eight (8) years of financial services sales/client service experience
  • S.A.F.E. Act registration

Work Rights

Not specified

Tailored Resume

Cover Letter