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Wealth Management Advisor II

1 month ago

Tampa FL USA, United States Fifth Third Full time

Unlock Your Financial Potential

Fifth Third Bank is seeking a highly skilled Wealth Management Advisor II to join our team of financial experts. As a key member of our Private Bank, you will play a critical role in helping our clients achieve their financial goals.

Key Responsibilities:

  • Client Relationship Management: Develop and maintain strong relationships with high net worth clients, providing personalized financial planning and wealth management services.
  • Financial Planning and Analysis: Conduct thorough financial analyses to identify areas for improvement and develop tailored financial plans to meet client objectives.
  • Investment and Risk Management: Collaborate with clients to create and implement investment strategies, ensuring alignment with their risk tolerance and financial goals.
  • Client Communication and Education: Provide regular updates and educational resources to clients, ensuring they are informed and empowered to make informed financial decisions.
  • Team Collaboration: Work closely with other financial professionals to ensure seamless delivery of services and exceptional client experiences.

Requirements:

  • Education: Bachelor's degree in Business Administration, Finance, or Economics (or equivalent work experience).
  • Industry Certifications: CFP, CFA, or CPWA (or equivalent) preferred and required within 24 months of start date.
  • Professional Experience: Minimum 8 years of successful sales/client service experience in the financial services industry.
  • Communication and Interpersonal Skills: Strong negotiation, verbal and written communication, and presentation skills.
  • Technical Skills: Proficiency in software applications, including Word, Excel, PowerPoint, and CRM systems.

About Fifth Third Bank:

Fifth Third Bank is a leading financial institution committed to providing exceptional service and innovative solutions to our clients. We value diversity, equity, and inclusion and strive to create a workplace where everyone feels welcome and empowered to succeed.