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Wealth Management Specialist

2 months ago

Grand Rapids, Michigan, United States Fifth Third Full time
Job Summary

We are seeking a highly skilled Wealth Management Advisor 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 financial solutions to our high net worth clients.

Key Responsibilities
  • Sales and Client Acquisition: Develop and execute a sales strategy to identify and pursue new business opportunities, leveraging your expertise in financial planning and wealth management to build strong relationships with clients.
  • Client Experience: Collaborate with a team of specialists to deliver a seamless and personalized client experience, ensuring that clients receive the highest level of service and support.
  • Financial Planning and Analysis: Conduct thorough financial analyses to identify client needs and develop tailored financial plans, including investment strategies, risk management, and estate planning.
  • Relationship Management: Foster and maintain strong relationships with clients, staying up-to-date on their financial goals and objectives, and providing ongoing support and guidance to ensure their continued success.
Requirements
  • Education: Bachelor's degree in Business Administration, Finance, or Economics, or equivalent work experience.
  • Certifications: CFP, CFA, or CPWA industry certification preferred, with a requirement to obtain within 24 months of start date.
  • Experience: Minimum of 8 years of successful sales/client service experience in the financial services industry.
  • Skills: Strong interpersonal, negotiation, verbal and written communication, and presentation skills, with the ability to use software including Word, Excel, and PowerPoint, and CRM or related systems.
Working Conditions

This role requires a normal office environment with little exposure to dust, noise, temperature, and the like, with extended viewing of CRT screens.

Fifth Third Bank is an equal opportunity employer and welcomes applications from diverse candidates.