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Wealth Management Advisor II

2 months ago

Union, Kentucky, United States Fifth Third Full time
Job Summary

We are seeking a highly skilled and experienced Wealth Management Advisor II to join our team at Fifth Third Bank. As a key member of our Private Bank, you will be responsible for providing exceptional client service and delivering tailored wealth management solutions to our high net worth clients.

Key Responsibilities
  • Develop and maintain strong relationships with clients to understand their financial goals and objectives.
  • Provide expert advice on investment planning, risk management, and trust services to help clients achieve their financial objectives.
  • Collaborate with a team of specialists to deliver comprehensive wealth management solutions that meet the unique needs of each client.
  • Stay up-to-date on market trends and regulatory changes to ensure clients receive the best possible advice.
  • Manage client relationships to ensure high levels of satisfaction and retention.
Requirements
  • Bachelor's degree in Business Administration, Finance, or Economics.
  • Minimum of 8 years of experience in sales/client service in the financial services industry.
  • CFP, CFA, or CPWA industry certification preferred.
  • Appropriate state life and health insurance licenses required.
What We Offer

Fifth Third Bank is committed to providing a dynamic and inclusive work environment that supports the growth and development of our employees. We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and advancement.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking for a challenging and rewarding career opportunity, please submit your application.