Wealth Management Advisor II
Fifth Third Bank(1 month ago)
About this role
The Wealth Management Advisor II serves as a trusted advisor and team coordinator within Fifth Third Private Bank, helping clients articulate and achieve their wealth goals. The role builds and leads customized specialist teams to deliver wealth planning, investment, private banking, risk management, and trust services while ensuring high-quality client experience and service standards. It focuses on developing client relationships, coordinating complex advice, and managing profitability of client households.
Required Skills
- Relationship Management
- Wealth Planning
- Investment Knowledge
- Private Banking
- Risk Management
- Trust Services
- Consultative Sales
- Prospecting
- CRM
- Client Onboarding
+4 more
Qualifications
- BS Degree or Equivalent Experience
- CFP
- CFA
- CPWA
- Juris Doctorate (JD)
- Certified Public Accountant (CPA)
- State Life Insurance License
- Health Insurance License
- NMLS SAFE Registration
About Fifth Third Bank
53.comFifth Third Bank has all the personal banking solutions to suit your needs. Learn about the features and benefits of our personal bank account today!
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