Fifth Third Bank ยท 1 day ago
Associate Wealth Manager Advisor
Lexington, KY
Full-time
Onsite
Mid Level
3+ years expFifth Third Bank is committed to connecting great people to great opportunities and is seeking an Associate Wealth Manager Advisor. This role partners with Wealth Management Advisors to enhance client relationships and deliver high-quality customer service, while also focusing on achieving performance metrics and managing client experiences effectively.
BankingCommercial LendingFinanceFinancial ExchangesFinancial ServicesLendingMedia and EntertainmentMortgage
Responsibilities
Assists WMAs in activities that drive new revenue, acquire new households, deepen client relationship and enhances the Private Bank client experience
Contributes to WMA goals in achieving quantitative and qualitative performance metrics including new HHs, AUM, fee sales with a consultative planning process
Builds and establishes internal/external centers of influence to prospect; ultimately sourcing/building a robust pipeline of clients and opportunities to acquire new HH and develop personal book of business
Participates in One Bank activities to identify opportunities with new and existing bank customers
Utilizes the Life360 process when working with team members and clients to deliver advice based solutions
Assists WMAs who are primary contact for the resolution of client issues and concerns
Helps monitor, execute and achieve service standards and metrics based on needs, segmentation, asset allocation, and risk management
Participates in the coordination and collaboration with client third party advisors (e.g., attorney, accountant)
Expands knowledge of investment techniques and products, trading strategies and market dynamics
Collaborates with the client to articulate and achieve their goals through consultative discovery /planning process
Assists in managing profitability of client relationship
Assists WMAs in ensuring timely recording of information in CRM regarding status and activities
Helps drive client experience by identifying and executing on process improvements
Qualification
Required
Bachelor's degree required; advanced degree preferred or significant related experience within private bank, and/or wealth management industry working with high net worth clients
Minimum of 3 years of successful sales/client service experience in the wealth management services industry
CFP, CPWA, CFA, or other industry certification in process or committed to achieving for advancement opportunities; JD or CPA fulfill industry certification for advancement opportunities
Proficient knowledge of financial services business, investment products, and financial solutions
Exhibits a sense of urgency and a continual drive to results; Effective problem solving and analytical skills
Demonstrates ability to effectively collaborate and function in a team-oriented environment
Strong ability to develop, grow and manage internal and external relationships, Demonstrates ability to influence, persuade, and effectively interact with a dynamic leadership style
Demonstrates strong interpersonal, verbal and written communication, and presentation skills
Professional presence displayed within professional and community organizations
S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS)
Ability to use Microsoft Office software including: Word, Excel, and Power Point
Preferred
Appropriate state life insurance license(s) preferred but not required
Benefits
Comprehensive benefits
Incentive compensation plan
Company
Fifth Third Bank
Fifth Third Bancorp is a financial services company that specializes in small business, retail banking, and investments. It is a sub-organization of Fifth Third Bank.
10001+ employees
H1B Sponsorship
Fifth Third Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (2)
2020 (43)
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
B
Bryan Preston
Chief Financial Officer
Maria Holmes
VP, Senior Manager Corporate Sponsorship
Recent News
2026-01-06
Company data provided by crunchbase