Private Wealth Advisor (Private Client - Personal Strategy) - San Fran…
EmpowerFull Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
Evansville, Indiana, United States
Key technologies and capabilities for this role
Common questions about this position
This information is not specified in the job description.
This is an on-site position at the Fifth Third Center in Evansville, as it is a Financial Center role involving lobby leadership and teller transactions.
Key skills include using the consultative sales process, conducting Financial Needs Assessments, maintaining knowledge of retail products and services, cross-selling, and building customer relationships.
The culture emphasizes doing the right thing for customers and colleagues, promoting customer satisfaction with a friendly and professional demeanor, and openly exchanging ideas while managing risks.
Strong candidates will complete the 4-8 week onboarding program with rotations and certification, demonstrate consultative sales skills, and show ability to meet production goals and deepen customer relationships.
Provides banking, loans, and wealth management services
Fifth Third Bank offers a variety of financial services, including personal and business banking, loans, mortgages, credit lines, and insurance products. Their services cater to individual consumers, small businesses, and commercial clients, providing comprehensive solutions for managing finances. The bank generates revenue through interest on loans, service fees, and commissions from insurance and investment products. Unlike many competitors, Fifth Third Bank emphasizes community engagement and financial education, providing resources to help clients improve their financial literacy. The goal of Fifth Third Bank is to support clients in achieving their financial objectives while fostering a strong connection with the communities they serve.