Wealth Management Advisor Ii

Fifth Third Bank

Columbus, OH, United States
Base: not specified; bonus/equity: incentive compe...
Trusted advisor and team coordinator
Wealth planning, investments, private banking
Risk management, and trust services
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: Not specified; Bonus/Equity: Incentive compensation plan; Benefits: Comprehensive benefits

Skills & Requirements

Must-have

  • trusted advisor and team coordinator
  • wealth planning, investments, private banking
  • risk management, and trust services
  • client discovery process
  • consultative and advice driven sales
  • client service standards

Nice-to-have

  • openly exchanging ideas and opinions
  • drive a positive customer experience
  • building relationships based on added value
  • 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
  • Eight (8) years of successful sales/client service experience
  • S.A.F.E. Act registration required

Work Rights

Not specified

Tailored Resume

Cover Letter