Wealth Management Advisor II
Fifth Third Bank(4 days ago)
About this role
The Wealth Management Advisor II at Fifth Third Bank is responsible for providing personalized financial advice and services to private bank clients. They coordinate with specialists to deliver wealth planning, investment, and banking solutions, ensuring high standards of client service and risk management. The role involves strategic relationship development and teamwork to meet client needs and achieve business objectives.
Required Skills
- Financial Planning
- Wealth Management
- Client Service
- Investment Strategies
- Relationship Building
- CRM
- Sales
- Risk Management
- Cash Management
- Financial Analysis
Qualifications
- Bachelor's Degree in Business, Finance, or Economics
- CFP, CFA, or CPWA certification (preferred, required within 24 months)
- State Life and Health Insurance Licenses
- 8+ years of financial services sales/client service experience
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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