Wealth Management Advisor II at Fifth Third Bank

Atlanta, Georgia, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial ServicesIndustries

Requirements

Serves as trusted advisor and team coordinator for Private Bank clients
Proficiency in consultative and advice-driven sales
Thorough knowledge of investment products, trading strategies, and market dynamics
Ability to develop and execute personal business plans to achieve revenue and business objectives
Accountability for risk management, including identifying, assessing, monitoring, and reporting risks
Familiarity with Life360 Discovery process for client profiling and needs identification
Ability to coordinate and collaborate with internal/external specialists, third-party advisors (e.g., attorneys, accountants), and centers of influence
Proficiency in CRM for recording client status and activities
Skills in client onboarding, reviews (e.g., annual reviews, quarterly updates), and relationship management

Responsibilities

Develops and prospects internal/external centers of influence to build pipeline of new client opportunities
Utilizes Life360 Discovery process to profile clients, spot needs, and generate AUM, loans, deposits, estate planning, and wealth planning opportunities
Acts as Core Team Member for One Bank to identify opportunities with new/existing customers and expand household relationships
Manages execution of client service standards to develop/retain lasting relationships
Institutes habits to coordinate team for consistent delivery of Private Bank experience standards
Collaborates with customized team of specialists for high-quality client service based on needs, segmentation, asset allocation, and risk management
Identifies/refers opportunities for advanced planning solutions
Coordinates with client third-party advisors for synergy with client goals
Partners with internal/external service providers to optimize effectiveness/efficiency
Resolves client problems timely as primary contact
Provides client information on current trends
Organizes, develops, and executes client reviews (e.g., annual reviews, quarterly updates) using Life360 to achieve client goals
Manages overall profitability of client relationships
Ensures timely CRM updates on status/activities
Drives continuous improvement to deepen client relationships across Private Bank and Bancorp channels
Acts as primary point of contact for COIs within Bank
Accountable for implementation of recommendations to clients
Leads 90-day client onboarding process
Collaborates with team members for alignment, information exchange, and shared objectives
Addresses developmental needs and knowledge gaps as requested by manager

Skills

Wealth Management

Sales Prospecting

Client Relationship Management

Wealth Planning

Investment Advisory

Risk Management

Trust Services

Estate Planning

Consultative Selling

Business Development

Fifth Third Bank

Provides banking, loans, and wealth management services

About Fifth Third Bank

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.

Cincinnati, OhioHeadquarters

1858Year Founded

IPOCompany Stage

Social Impact, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Paid Sick Leave

Paid Holidays

Performance Bonus

Flexible Work Hours

Risks

Rising interest rates may decrease demand for loans and mortgages.

Competition from fintechs like Robinhood threatens Fifth Third's wealth management sector.

Sophisticated cybersecurity threats pose risks to customer data and trust.

Differentiation

Fifth Third Bank offers comprehensive financial solutions for individuals and businesses.

The bank emphasizes community engagement and financial education for client empowerment.

It provides a wide range of insurance products, including life, health, and disability.

Upsides

Increased demand for digital banking boosts Fifth Third Bank's online service offerings.

Partnerships with fintech enhance technological capabilities and customer experience.

Growing interest in sustainable finance attracts environmentally conscious customers.

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