Financial Services Specialist
4 days ago
Unlock Your Potential as a Financial Services Specialist
Fifth Third Bank is seeking a highly skilled and motivated individual to join our team as a Financial Services Specialist - Private Wealth Manager. In this role, you will play a critical part in helping our clients achieve their financial goals by providing exceptional service and guidance on wealth management strategies.
About the Job:
We are looking for an experienced professional with a strong background in sales and client service to fill this position. As a Financial Services Specialist - Private Wealth Manager, you will be responsible for building and maintaining relationships with high net worth clients, identifying their financial needs and developing customized solutions to meet those needs.
Responsibilities:
- Develop and implement comprehensive wealth management plans for clients, including investment strategies, risk management, and estate planning.
- Provide exceptional client service, responding to client inquiries and resolving issues in a timely and professional manner.
- Collaborate with internal teams, including investments, lending, and trust services, to ensure seamless delivery of services to clients.
- Stay up-to-date on industry trends and regulatory changes that impact clients and provide expertise to help them navigate these changes.
- Meet or exceed sales targets and revenue goals, while maintaining a focus on delivering exceptional client service.
Requirements:
- Bachelor's degree or equivalent work experience required; Business Administration, Finance, or Economics preferred.
- Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Private Wealth Advisor (CPWA) certification preferred and required within 24 months of start date.
- Minimum of eight years of successful sales/client service experience in the financial services industry.
- Appropriate state life and health insurance licenses required in accordance with licensing guidelines.
Working Conditions:
- Normal office environment with minimal exposure to dust, noise, temperature, and other environmental factors.
- Extended viewing of computer screens.
The estimated salary for this position is $85,000 - $110,000 per year, based on location and experience. If you are a motivated and results-driven individual with a passion for helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.
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