Financial Services Specialist

4 days ago


Naples, Florida, United States Fifth Third Bank Full time

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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