Wealth Management Advisor II at Fifth Third Bank

Cincinnati, Ohio, 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, Wealth Management, Financial ServicesIndustries

Requirements

Strong understanding of wealth management principles
Ability to identify and articulate client needs
Proficiency in using Life360 Discovery process
Excellent communication and interpersonal skills
Ability to build and maintain client relationships
Knowledge of investment products, trading strategies, and risk management

Responsibilities

Develop and prospect internal and external centers of influence
Utilize Life360 Discovery process to profile clients and identify needs
Act as the Core Team Member for One Bank to identify opportunities
Continuously monitor and evaluate client needs to expand household relationships
Demonstrate proficiency in consultative and advice-driven sales
Develop and execute a personal business plan to achieve revenue objectives
Coordinate team to consistently deliver Private Bank experience standards
Utilize the Life360 process when working with team members
Collaborate with a customized team of specialists
Ensure service standards and metrics are met
Identify opportunities for advanced planning solutions
Coordinate with client third-party advisors
Resolve problems in a timely and effective manner
Provide clients with information on current trends and investment products
Accountable for identifying, assessing, managing, monitoring, and reporting risks

Skills

Wealth Management

Investment Products

Trading Strategies

Risk Management

Life360 Discovery

Consultative Sales

Client Relationship Management

Private Banking

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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