Wealth Management Advisor

Fifth Third Bank

Newport Beach, California, USA
Base: 121,900.00 - 262,100.00 usd annual; bonus/eq...
Trusted advisor and team coordinator
Wealth goals
Client service standards
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 to participate in an incentive compensation plan; Benefits: comprehensive benefits

Skills & Requirements

Must-have

  • trusted advisor and team coordinator
  • wealth goals
  • client service standards
  • risk management
  • consultative and advice driven sales
  • client reviews
  • client on-boarding process

Nice-to-have

  • highly credentialed specialists
  • positive customer experience
  • team-based performance
  • highly effective in a team-oriented environment
  • professional and community organizations

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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