Wealth Mangement Advisor I

Fifth Third Bank

Akron, Ohio, USA
Base: not specified; bonus/equity: eligible for in...
Trusted advisor to private bank clients
Partner with credentialed specialists
Deliver private bank experience
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.
  • Partners with teams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services.
  • 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: Eligible for incentive compensation plan; Benefits: Comprehensive benefits programs

Skills & Requirements

Must-have

  • trusted advisor to Private Bank clients
  • partner with credentialed specialists
  • deliver Private Bank experience
  • utilize Life360 Discovery process
  • consultative and advice driven sales
  • manage client relationship profitability

Nice-to-have

  • openly exchanging ideas and opinions
  • drive a positive customer experience
  • acts as primary point of contact
  • champions the Bancorp Vision
  • build relationships based on added value

Key Requirements

  • Bachelors degree or equivalent work experience
  • CFP, CFA, or CPWA certification preferred
  • 5-7 years sales/client service experience
  • Appropriate state life and Health insurance licenses
  • S.A.F.E. Act registration required

Work Rights

Not specified

Tailored Resume

Cover Letter