Wealth Management Advisor

Fifth Third Bank

Dallas, TX, United States
Base: not specified; bonus/equity: incentive compe...
Life360 discovery process
Consultative and advice driven sales
Private bank experience 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.
  • Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

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 programs

Skills & Requirements

Must-have

  • Life360 Discovery process
  • consultative and advice driven sales
  • Private Bank experience standards
  • client relationship management
  • risk management
  • team-based performance

Nice-to-have

  • openly exchanging ideas
  • sense of urgency
  • continual drive to results
  • building relationships
  • 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 sales/client service experience
  • S.A.F.E. Act registration

Work Rights

Not specified

Tailored Resume

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