Wealth Management Advisor

2 weeks ago

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

We are seeking a highly skilled and experienced 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 building long-term relationships with our high net worth clients.

Key Responsibilities:
  • Develop and execute personalized wealth management plans for clients, taking into account their unique financial goals and objectives.
  • Collaborate with a team of specialists to deliver high-quality client service and ensure seamless execution of client needs.
  • Utilize advanced planning solutions to identify and capitalize on opportunities for clients, while ensuring alignment with their goals and risk tolerance.
  • Stay up-to-date on regulatory and governmental changes that impact clients, and work with specialists to keep clients informed and educated on relevant topics.
  • Develop and maintain strong relationships with clients, their families, and other stakeholders, ensuring a high level of client satisfaction and loyalty.
Requirements:
  • Bachelor's degree in Business Administration, Finance, or Economics, or equivalent work experience.
  • Minimum of 8 years of successful sales/client service experience in the financial services industry.
  • Strong interpersonal, negotiation, verbal and written communication, and presentation skills.
  • Ability to use software including Word, Excel, PowerPoint, and CRM or related systems.
  • S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) is required.
About Fifth Third Bank:

Fifth Third Bank is a leading financial institution with a strong commitment to customer service and community involvement. We offer a dynamic and inclusive work environment, with opportunities for professional growth and development. If you are a motivated and results-driven individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.

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