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Fifth Third Bank · 1 day ago

Wealth Management Advisor

Louisville, KY

Full-time

Onsite

Senior Level

5+ years exp

Fifth Third Bank is a financial institution that connects great people to great opportunities. They are seeking a Wealth Management Advisor to serve as a trusted advisor and team coordinator for Private Bank clients, helping them articulate and achieve their wealth goals while ensuring high-quality client service standards.

BankingCommercial LendingFinanceFinancial ExchangesFinancial ServicesLendingMedia and EntertainmentMortgage

Responsibilities

Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities

Effectively utilizes Life360 Discovery process to profile clients and issues to identify client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning

Acts as the Core Team Member for One Bank to identify opportunities with new and existing bank customers

Continually monitors and evaluates client needs to identify opportunities to expand and deepen household relationship

Demonstrates proficiency in the utilization of consultative and advice driven sales; manages execution of client service standards to develop and retain lasting client relationships

Develops and strategically executes personal business plan to achieve defined revenue and business objectives

Institutes habits that ensure coordination of team in the consistent delivery of Private Bank experience standards

Utilizes the Life360 process when working with team members to deliver advice based solutions

Collaborates with a customized team of specialists to deliver high-quality client service

Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management

Identifies and refers opportunities providing for the utilization of advanced planning solutions

Coordinates and collaborates with client third party advisors (e.g., attorney, accountant) to ensure synergy of advisors' recommendations, consistent to client goals

Partners and leverages internal and external service providers to optimize effectiveness and efficiency

As primary contact, resolves problems in a timely and effective manner

Provides client with information regarding current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics

Accountable for the organization, development and execution of client reviews that are in keeping with service standards to ensure client needs are being met. E.g. Annual Client Reviews and quarterly updates, etc

Utilizes the Life360 process to continually challenge and collaborate with the client to articulate and achieve their goals

Manages overall profitability of client relationship

Ensures process information recorded timely in CRM regarding status and activities

Drives continuous improvement by looking for ways to deepen relationship with client through all areas of Private Bank and other appropriate Bancorp channels

Acts as primary point of contact for COI within Bank

Accountable for implementation of recommendations delivered to client

Leads the 90-day client on-boarding process

Works in collaboration with team members to ensure alignment and exchange information and resources necessary to meet shared objectives

Addresses developmental needs and knowledge gaps as requested by manager and the Private Bank

Champions the Bancorp Vision and Core Values through personal actions and leadership influence to promote high-performing work groups

Experienced operating in an environment that stresses both individual accountability and team-based performance

Exhibits a sense of urgency and a continual drive to results coupled with an ability to partner effectively with management at all organizational levels

Displays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority

Supports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results

Actively participates within professional and community organizations

Actively networks and effectively builds relationships internally and externally of the Bank

Qualification

CFPCFACPWAFinancial Services ExperienceLife360 Discovery ProcessClient Relationship ManagementSales SkillsAnalytical SkillsNetworking SkillsTechnical ProficiencyCRM SoftwareMicrosoft OfficeInterpersonal SkillsNegotiation SkillsCommunication SkillsPresentation SkillsProblem Solving SkillsTeam Collaboration

Required

Bachelors degree or equivalent work experience required

Minimum of 5-7 years of successful sales/client service experience in financial services industry

Appropriate state life and Health insurance licenses are required in accordance with licensing guidelines

Demonstrates strong interpersonal negotiation, verbal and written communication, and presentation skills

Uses effective problem solving and analytical skills

Computer / Technical: Ability to use software including: Word, Excel and PowerPoint, CRM or related systems

This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS)

Preferred

Business Administration, Finance, or Economics is preferred

CFP, CFA, or CPWA industry certification is preferred and will be required within 24 months (36 months for CFA) of start date

The professional designations of Juris Doctorate (JD) and/or Certified Public Accountant (CPA) will also be accepted for this industry certification requirement

Benefits

Comprehensive benefits

Incentive compensation plan

Company

Fifth Third Bank

Glassdoor3.7

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.

Founded in 1858

Cincinnati, Ohio, USA

10001+ employees