Fifth Third Bank

Wealth Management Advisor II

Fifth Third Bank

5 days ago
Naples, FL
Onsite
Full Time
Senior
0 applicants
Fifth Third Bank
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About this role

A Wealth Management Advisor at Fifth Third Bank provides personalized financial planning and investment advice to private clients, collaborating with specialists to meet client goals and enhance their financial well-being. The role emphasizes client relationship management, sales, and delivering high-quality service in a team environment.

Skills

Qualifications

BS in Finance, Economics, or Business AdministrationCFP, CFA, or CPWA certification (preferred, required within 24 months)State life and health insurance licensesMinimum 8 years of financial services experience
Fifth Third Bank

About Fifth Third Bank

53.com

Industry

Finance

Fifth Third Bank has all the personal banking solutions to suit your needs. Learn about the features and benefits of our personal bank account today!

About Fifth Third Bank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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