Fifth Third Bank

Wealth Management Advisor

Fifth Third Bank

Cincinnati, OH, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to Fifth Third Bank! We are currently seeking a highly motivated and experienced Wealth Management Advisor to join our dynamic team. As a Wealth Management Advisor, you will have the opportunity to work with a diverse group of clients and provide them with tailored financial solutions to help them achieve their goals. We are looking for individuals who are passionate about building relationships, have a strong understanding of financial markets, and are dedicated to providing exceptional customer service. If you are driven, ambitious, and have a strong background in wealth management, we want to hear from you!

  1. Build and maintain strong relationships with clients to understand their financial goals and needs.
  2. Utilize in-depth knowledge of financial markets and products to develop customized financial solutions for clients.
  3. Provide exceptional customer service to ensure client satisfaction and retention.
  4. Stay up-to-date on industry trends, regulations, and best practices to effectively advise clients.
  5. Collaborate with internal teams, such as investment advisors and financial planners, to provide comprehensive wealth management services to clients.
  6. Identify and pursue new business opportunities to expand the client base.
  7. Conduct thorough financial analyses and prepare reports for clients to assist in decision-making.
  8. Communicate complex financial information in a clear and understandable manner to clients.
  9. Adhere to all regulatory requirements and company policies and procedures.
  10. Continuously strive to meet and exceed performance targets and goals set by the company.
Where is this job?
This job is located at Cincinnati, OH, USA
Job Qualifications
  • Bachelor's Degree In Finance, Accounting, Economics, Or Related Field.

  • Minimum 3-5 Years Of Experience In Wealth Management, Financial Planning, Or Investment Advisory.

  • Series 7 And 66 Licenses, Or Ability To Obtain Within First 3 Months Of Employment.

  • Strong Understanding Of Investment Products, Financial Markets, And Economic Trends.

  • Excellent Communication And Relationship-Building Skills, With A Proven Track Record Of Managing High-Net-Worth Clients.

Required Skills
  • Financial Planning

  • Investment Management

  • Risk assessment

  • Portfolio analysis

  • Asset allocation

  • Insurance Solutions

  • Cash Flow

  • Retirement planning

  • Estate Planning

  • Wealth Preservation

  • Tax Strategies

  • Trust Services

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Networking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Management Advisor in Cincinnati, OH, USA is between $70,000 and $150,000 per year. However, this can vary depending on factors such as experience, qualifications, and the specific company or institution the advisor works for. Some wealth management advisors may also receive bonuses or commissions based on their performance and the success of their clients' investments.

Additional Information
Fifth Third Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 19th, 2024
Apply BeforeApril 11th, 2026
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About Fifth Third Bank

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.

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