Associate Wealth Manager Advisor

Are you a self-motivated and driven individual with a passion for helping others achieve their financial goals? Do you have a strong understanding of investment strategies and a desire to make a positive impact on clients' lives? If so, Fifth Third Bank is seeking an Associate Wealth Management Advisor to join our team of dedicated financial professionals. As an Associate Wealth Management Advisor, you will have the opportunity to work closely with clients to create personalized wealth management plans and provide ongoing support and guidance. We are looking for candidates with a Bachelor's degree in finance or a related field, at least 2 years of experience in financial planning or wealth management, and a Series 7 and 66 license. If you possess excellent communication skills, a strong work ethic, and a commitment to delivering exceptional customer service, we encourage you to apply for this exciting opportunity with Fifth Third Bank.

1. Develop and maintain strong relationships with clients to understand their financial goals and objectives.
2. Collaborate with senior wealth management advisors to create personalized wealth management plans for clients.
3. Conduct thorough research and analysis to identify suitable investment strategies for clients.
4. Monitor and review clients' portfolios to ensure they align with their financial goals and risk tolerance.
5. Provide ongoing support and guidance to clients, addressing any questions or concerns they may have.
6. Stay up-to-date on industry trends and developments to provide clients with the most current and relevant financial advice.
7. Utilize excellent communication skills to effectively explain complex financial concepts to clients.
8. Demonstrate a strong work ethic and commitment to delivering exceptional customer service.
9. Adhere to all regulatory and compliance requirements.
10. Collaborate with other departments within the bank to provide a comprehensive and seamless client experience.
11. Continuously strive to meet and exceed performance targets and contribute to the overall success of the wealth management team.
12. Maintain a high level of professionalism and integrity in all interactions with clients and colleagues.
13. Act as an ambassador for Fifth Third Bank, promoting our brand and values to clients and the community.

According to JobzMall, the average salary range for a Associate Wealth Manager Advisor in Columbus, OH, USA is $54,000 - $90,000 per year. However, the exact salary may vary depending on factors such as experience, education, and specific job responsibilities. It is recommended to research the specific company and job listing for a more accurate salary estimate.

Fifth Third Bank is a bank headquartered in Cincinnati, Ohio, at Fifth Third Center. Its main businesses are Commercial Banking, Branch Banking, Consumer Lending and Wealth & Asset Management.