Wealth Management Advisor II
Fifth Third Bank(1 month ago)
About this role
Wealth Management Advisor II at Fifth Third Bank serves as a trusted Private Bank advisor who helps clients articulate and pursue their wealth goals while coordinating a team of specialists. The role supports delivery of wealth planning, investment, trust and private banking services, and ensures adherence to the bank’s client experience and risk standards. Based in Fort Lauderdale, the position contributes to client retention and business growth through strategic stewardship of high-net-worth households.
Required Skills
- Wealth Planning
- Investment Advice
- Private Banking
- Risk Management
- Trust Services
- Client Prospecting
- Relationship Management
- Sales Strategy
- Financial Analysis
- Presentation
+2 more
Qualifications
- Bachelors Degree (or Equivalent Experience)
- CFP
- CFA
- CPWA
- Juris Doctorate (JD)
- Certified Public Accountant (CPA)
- State Life Insurance License
- Health Insurance License
- S.A.F.E. Act / NMLS 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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