Wealth Management Advisor II

8-8 yrs required

Full-time

No

Fifth Third Bank provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, national origin, age, disability, sexual orientation, gender identity, military or veteran status, or any other legally protected status.

## Wealth Management Advisor II

Fifth Third Bank is looking for a dedicated and experienced Wealth Management Advisor II to join their team in Lexington, Kentucky. As the trusted advisor and team coordinator, the Wealth Management Advisor II will simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals.

### Job 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 spot 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 (., 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.
* 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.

### Qualifications

* Bachelor’s degree or equivalent work experience required. 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 to align with 5/3 Private Bank practice management requirements. The professional designations of Juris Doctorate (JD) and/or Certified Public Accountant (CPA) will also be accepted for this industry certification requirement.
* Appropriate state life and Health insurance licenses are required in accordance with licensing guidelines.
* Minimum of eight (8) years of successful sales/client service experience in financial services industry.
* Stays abreast and informed of regulatory and governmental changes that impact clients. Works with specialists to keep up-to-date on services and solutions.
* Demonstrates strong interpersonal negotiation, verbal and written communication, and presentation skills. Demonstrated proficiency in delivery of branded presentations, materials and solutions.
* Uses effective problem solving and analytical skills.
* Computer / Technical: Ability to use software including: Word, Excel and PowerPoint, CRM or related systems.

### Salary

Salary is commensurate with experience.

Fifth Third Bank is looking for an experienced Wealth Management Advisor II to join their team in Lexington, Kentucky. This position is responsible for serving as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals. The Wealth Management Advisor II will create steams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services, and will ensure delivery and execution of Private Bank experience and client service standards.

Applicants must have a Bachelor’s degree or equivalent work experience, and a minimum of eight (8) years of successful sales/client service experience in the financial services industry. Industry certifications such as CFP, CFA, or CPWA are preferred and will be required within 24 months (36 months for CFA) of start date to align with 5/3 Private Bank practice management requirements. Appropriate state life and Health insurance licenses are required in accordance with licensing guidelines. The successful applicant must also demonstrate strong interpersonal negotiation, verbal and written communication, and presentation skills, and have the ability to use software including Word, Excel and PowerPoint

Not Specified

Not Specified

Not Specified

Sales, Client Service, Negotiation, Presentation, Problem Solving, Analytical.

Bachelor's degree or equivalent work experience required. Business Administration, Finance, or Economics is preferred.

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Qualification and Experience Bachelor's degree or equivalent work experience required. Business Administration, Finance, or Economics is preferred.

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