Wealth Management Advisor II

4 weeks ago


Skokie, Illinois, United States Fifth Third Full time
Job Title: Wealth Management Advisor II

At Fifth Third Bank, we're committed to helping our clients achieve their financial goals. As a Wealth Management Advisor II, you'll play a critical role in delivering exceptional client service and building long-term relationships with our high net worth clients.

Key Responsibilities:
  • Develop and implement comprehensive wealth management plans tailored to each client's unique needs and goals.
  • Collaborate with a team of specialists to provide expert advice on investment, risk management, and trust services.
  • Build and maintain strong relationships with clients, understanding their financial objectives and providing personalized guidance and support.
  • Stay up-to-date on market trends and regulatory changes, ensuring clients receive the most informed and effective advice.
  • Work closely with internal and external partners to deliver seamless client experiences and drive business growth.
Requirements:
  • Bachelor's degree in Business Administration, Finance, or Economics (or equivalent experience).
  • Minimum 8 years of experience in financial services, with a proven track record of success in sales and client service.
  • Strong interpersonal, negotiation, and communication skills, with the ability to build trust and rapport with clients.
  • Proficiency in software applications, including CRM systems and Microsoft Office.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines while maintaining exceptional client service standards.
What We Offer:
  • A dynamic and supportive work environment, with opportunities for professional growth and development.
  • A competitive compensation package, including bonuses and benefits.
  • The chance to make a meaningful impact on the lives of our clients and contribute to the success of Fifth Third Bank.


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