Wealth Management Advisor

Min 8 yrs required

Full-time

No

Fifth Third Bank is currently seeking a Wealth Management Advisor to join our team in Nashville, Tennessee. As a Wealth Management Advisor, you will serve 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.

## Job Summary

The Wealth Management Advisor is responsible for developing and prospecting internal and external centers of influence to build and cultivate pipeline of new client opportunities as well as managing the overall profitability of client relationships. This position is also responsible for instituting habits that ensure the coordination of team in the consistent delivery of Private Bank experience standards.

## Responsibilities

* Develop and prospect internal and external centers of influence to build and cultivate pipeline of new client opportunities.
* Effectively utilize Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning.
* Act as the Core Team Member for One Bank to identify opportunities with new and existing bank customers.
* Demonstrate proficiency in the utilization of consultative and advice driven sales; manage execution of client service standards to develop and retain lasting client relationships.
* Develop and strategically execute personal business plan to achieve defined revenue and business objectives.
* Institute habits that ensure coordination of team in the consistent delivery of Private Bank experience standards.
* Utilize the Life360 process when working with team members to deliver advice based solutions.
* Collaborate with a customized team of specialists to deliver high-quality client service.
* Ensure service standards and metrics are met based on needs, segmentation, asset allocation, and risk management.
* Identify and refer opportunities providing for the utilization of advanced planning solutions.
* Coordinate and collaborate with client third party advisors (., attorney, accountant) to ensure synergy of advisors' recommendations, consistent to client goals.
* Partner and leverage internal and external service providers to optimize effectiveness and efficiency.
* As primary contact, resolve problems in a timely and effective manner.
* Provide 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.
* Manage overall profitability of client relationship.
* Ensure process information recorded timely in CRM regarding status and activities.
* Drive continuous improvement by looking for ways to deepen relationship with client through all areas of Private Bank and other appropriate Bancorp channels.
* Act as primary point of contact for COI within Bank.
* Accountable for implementation of recommendations delivered to client.
* Lead the 90-day client on-boarding process.
* Work in collaboration with team members to ensure alignment and exchange information and resources necessary to meet shared objectives.
* Champion 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.
* Demonstrate strong interpersonal negotiation, verbal and written communication, and presentation skills.
* Use effective problem solving and analytical skills.
* Computer / Technical: Ability to use software including: Word, Excel and PowerPoint, CRM or related systems.
* This position requires . Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

## Salary

Salary will be commensurate with experience.

## Fifth Third Bank

At Fifth Third Bank, National Association, we’re proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Fifth Third Bank, National Association is a diversified financial services company headquartered in Cincinnati, Ohio. As of December 31, 2019, the Company had $189 billion in assets and operated 1,222 full-service banking centers and 2,459 ATMs with Fifth Third branding in Ohio, Kentucky, Indiana, Michigan, Illinois, Florida, Tennessee, West Virginia, Georgia and North Carolina. In total, Fifth Third provides its customers with access to approximately 53,000 fee-free ATMs across the United States. Fifth Third operates four main businesses: Commercial Banking, Branch Banking, Consumer Lending and Wealth & Asset Management.

## Join Our Team

If you are looking for a career that is both personally and professionally rewarding,

Sales, Client Service, Problem Solving and Analytical Skills, Interpersonal Negotiation, Verbal and Written Communication, Presentation Skills

Apply online at

Qualification and Experience Bachelors 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.

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