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Wealth Management Professional

2 months ago

Marquand, Missouri, 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
  • Develop and maintain strong relationships with clients to understand their financial goals and objectives.
  • Provide expert advice on investment products, wealth planning, and risk management strategies.
  • Collaborate with internal teams to deliver comprehensive financial solutions and exceptional client service.
  • Stay up-to-date on industry trends and regulatory changes to ensure clients receive the best possible advice.
  • Manage client relationships to drive revenue growth and deepen household relationships.
Requirements
  • Bachelor's degree in Business Administration, Finance, or Economics.
  • Minimum 5-7 years of experience in financial services, with a focus on sales and client service.
  • CFP, CFA, or CPWA industry certification preferred.
  • Strong interpersonal, negotiation, and communication skills.
  • Ability to work in a team-oriented environment and build relationships based on added value.
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 results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.