Wealth Management Advisor II
Fifth Third Bank(12 days ago)
San Francisco, CAOnsiteFull TimeSenior$121,900 - $262,100Wealth Management
Apply NowAbout this role
A Wealth Management Advisor II at Fifth Third Bank focuses on providing personalized wealth management services to clients by connecting them with specialists and delivering tailored advice. The role emphasizes building strong client relationships and delivering high-quality service in a collaborative environment. It combines sales, client service, and financial planning to support clients in achieving their wealth goals.
Required Skills
- Financial Planning
- Client Relationship Management
- Investments
- Wealth Management
- Sales
- CRM
- Market Analysis
- Risk Management
- Presentation Skills
- Networking
Qualifications
- Bachelor's Degree or equivalent work experience
- CFP, CFA, or CPWA certification (preferred and required within 36 months)
- State life and Health insurance licenses
- 8+ years of sales/client service experience in financial services
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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