Wealth Management Advisor II
3 weeks ago
Job Summary:
Fifth Third Bank is seeking a highly skilled Wealth Management Advisor II to join our team. As a key member of our Private Bank, you will be responsible for providing exceptional client service and building strong relationships with our high net worth clients.
Key Responsibilities:
- Develop and implement personalized wealth management plans for clients, taking into account their financial goals, risk tolerance, and investment objectives.
- Provide expert advice on investment products, including stocks, bonds, mutual funds, and other securities.
- Collaborate with other specialists to deliver comprehensive financial solutions, including estate planning, tax planning, and retirement planning.
- Build and maintain strong relationships with clients, understanding their needs and preferences, and providing exceptional service to ensure their satisfaction.
- Stay up-to-date on market trends and regulatory changes, and communicate this information to clients in a clear and concise manner.
- Work closely with the Private Bank team to achieve business objectives and drive growth.
Requirements:
- Bachelor's degree in Business Administration, Finance, or Economics, or equivalent experience.
- Minimum of 8 years of experience in the financial services industry, with a proven track record of success in sales and client service.
- Strong knowledge of investment products, financial planning, and wealth management principles.
- Excellent communication, interpersonal, and negotiation skills.
- Ability to work in a fast-paced environment and prioritize multiple tasks and responsibilities.
What We Offer:
- A competitive salary and bonus structure.
- A comprehensive benefits package, including medical, dental, and vision insurance.
- A 401(k) retirement plan with company match.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
About Fifth Third Bank:
Fifth Third Bank is a leading financial institution with a long history of innovation and customer service. We are committed to helping our clients achieve their financial goals and build a better future.
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