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Wealth Management Advisor II

2 months ago

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

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

Key Responsibilities
  • Sales and Client Acquisition: Develop and maintain relationships with internal and external centers of influence to build a pipeline of new client opportunities.
  • Client Experience: Collaborate with a team of specialists to deliver high-quality client service, ensuring seamless execution of client service standards and metrics.
  • Business Development: Develop and execute a personal business plan to achieve defined revenue and business objectives, driving growth and financial results.
Requirements
  • Education: Bachelor's degree or equivalent work experience in Business Administration, Finance, or Economics.
  • Certifications: CFP, CFA, or CPWA industry certification preferred, with a requirement to obtain within 24 months of start date.
  • Experience: Minimum of eight (8) years of successful sales/client service experience in the financial services industry.
Working Conditions

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