Lead Advisor, Wealth Management
WealthsimpleFull Time
Expert & Leadership (9+ years)
Cincinnati, Ohio, United States
Key technologies and capabilities for this role
Common questions about this position
Yes, this is a full-time co-op position from May to August 2026.
This information is not specified in the job description.
Required skills include strong verbal and written communication, analytical skills, proficiency in Microsoft Office, teamwork, multitasking, and time management.
Strong candidates have a minimum GPA of 3.0, relevant internships or co-op experience, demonstrated leadership, business acumen, relationship building, and teamwork through extracurriculars or work.
Externs perform assignments and projects as directed, utilize project management skills, build networks, communicate effectively, and complete coursework while working independently and as team members.
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.