Wealth Management Advisor II
Fifth Third Bank(1 month ago)
About this role
The Wealth Management Advisor II acts as a trusted advisor and team coordinator within Fifth Third's Private Bank, partnering with clients to articulate and achieve their wealth goals. The role coordinates specialized teams to deliver wealth planning, investment, private banking, risk management, and trust services while ensuring Private Bank client experience and service standards are met. The position is also accountable for managing risk and compliance within the Bank's risk appetite.
Required Skills
- Wealth Planning
- Investment Advice
- Private Banking
- Risk Management
- Trust Services
- Client Prospecting
- Relationship Management
- Financial Analysis
- CRM
- Presentation Skills
+1 more
Qualifications
- BS Degree
- CFP
- CFA
- CPWA
- JD
- CPA
- State Life 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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