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Wealth Management Advisor II

2 months ago

Naples, Florida, United States Fifth Third Bank Full time
About the Role

Fifth Third Bank is seeking a highly skilled and experienced Wealth Management Advisor II to join our Private Bank team. As a key member of our team, you will be responsible for providing exceptional client service and delivering tailored wealth management solutions to our high net worth clients.

Key Responsibilities
  • Sales and Business Development:
    • Develop and maintain relationships with existing and new clients to identify and pursue new business opportunities.
    • Utilize advanced planning solutions to deliver comprehensive wealth management services to clients.
    • Collaborate with internal and external partners to provide seamless client service and drive business growth.
  • Client Experience:
    • Deliver exceptional client service and ensure that client needs are met through effective communication and relationship building.
    • Utilize advanced planning solutions to deliver comprehensive wealth management services to clients.
    • Collaborate with internal and external partners to provide seamless client service and drive business growth.
  • Team Collaboration:
    • Work closely with colleagues to achieve shared goals and objectives.
    • Collaborate with internal and external partners to provide seamless client service and drive business growth.
Requirements
  • Education: Bachelor's degree or equivalent work experience required.
  • Certifications: CFP, CFA, or CPWA industry certification preferred and required within 24 months of start date.
  • Experience: Minimum of eight (8) years of successful sales/client service experience in financial services industry.
  • Skills: Strong interpersonal negotiation, verbal and written communication, and presentation skills.
About Fifth Third Bank

Fifth Third Bank is a leading financial institution with a commitment to providing exceptional client service and delivering tailored financial solutions. We are proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions.