Wealth Management Advisor

The Wealth Management Advisor at Fifth Third Bank is a highly sought-after and rewarding role that requires an individual of exceptional financial acumen, client service excellence, and relationship-building prowess. This person will be responsible for providing comprehensive financial advice and solutions to high net worth clients, and must be committed to helping clients reach their long-term financial goals.The ideal candidate should have a minimum of 5 years of experience in a financial services environment, a Bachelor’s degree in finance or a related field, and a CFP designation or equivalent. They should have extensive knowledge of investment products and strategies, as well as a strong understanding of financial planning and tax planning principles. In addition to being a strategic thinker, this person must possess strong interpersonal and communication skills. They must be able to effectively build relationships with clients, while displaying a client-first mentality.

Responsibilities:

1. Offer comprehensive financial advice and solutions to high net worth clients.
2. Create financial plans and strategies tailored to clients' long-term goals.
3. Develop and maintain relationships with clients to ensure satisfaction and loyalty.
4. Remain knowledgeable of current investment products and strategies.
5. Stay up-to-date on financial planning and tax planning principles.
6. Provide strategic advice and guidance to clients.
7. Utilize strong interpersonal and communication skills to build relationships.
8. Display a client-first mentality and ensure client satisfaction.
9. Comply with all applicable laws, regulations, and procedures.

According to JobzMall, the average salary range for a Wealth Management Advisor in Columbus, OH, USA is $53,000 - $75,000. This range can vary based on factors such as education, experience, and the size of the financial institution.

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.