Fifth Third Bank

Wealth Management Advisor

Fifth Third Bank

2 days ago
Newport Beach, CA
Onsite
Full Time
Senior
0 applicants
Fifth Third Bank
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About this role

This Wealth Management Advisor role at Fifth Third Bank involves serving as a trusted advisor for Private Bank clients, managing client relationships, and delivering customized wealth management solutions. The position emphasizes client service, relationship building, and leveraging team collaboration to meet clients' financial and wealth goals.

Skills

Qualifications

BS in Business, Finance, or EconomicsCFP, CFA, or CPWA certification (preferred, required within 24 months)State insurance licenses8+ years in financial services
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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