Fifth Third Bank

Wealth Management Advisor

Fifth Third Bank

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

Welcome to Fifth Third Bank, where we are committed to helping our clients achieve their financial goals and dreams. We are currently seeking a highly motivated and experienced Wealth Management Advisor to join our team. As a Wealth Management Advisor, you will have the opportunity to work with a diverse group of clients and provide them with personalized financial solutions. We are looking for an individual who is passionate about helping others, has a strong understanding of investment strategies, and possesses excellent communication and relationship-building skills. If you are driven, dedicated, and ready to make a positive impact on the lives of our clients, we would love to have you on our team.

  1. Build and maintain strong relationships with clients, understanding their financial goals and needs.
  2. Provide personalized financial solutions to clients based on their unique circumstances.
  3. Utilize strong knowledge and understanding of investment strategies to advise clients on their financial decisions.
  4. Stay up-to-date on industry trends and market conditions to ensure clients are receiving the most current and relevant information.
  5. Meet and exceed sales goals by actively seeking out new clients and expanding business with existing clients.
  6. Conduct thorough financial analyses to assess clients' current financial situation and provide recommendations for improvement.
  7. Work collaboratively with other team members to provide a seamless and comprehensive client experience.
  8. Adhere to all regulatory and compliance guidelines.
  9. Continuously strive to improve client satisfaction and retention through excellent customer service.
  10. Participate in ongoing training and education to maintain knowledge and skills in wealth management and financial planning.
Where is this job?
This job is located at Columbus, OH, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With High Net Worth Clients.

  • Strong Understanding Of Investment Products, Financial Markets, And Wealth Management Strategies.

  • Bachelor's Degree In Finance, Economics, Business, Or A Related Field.

  • Minimum Of 3-5 Years Of Experience In Financial Planning And Wealth Management.

  • Certified Financial Planner (Cfp) Or Chartered Financial Analyst (Cfa) Designation.

Required Skills
  • Risk Management

  • Financial Analysis

  • Portfolio Management

  • Client Relationships

  • wealth management

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Investment planning

  • Tax Planning

  • Market Knowledge

  • Financial Literacy

Soft Skills
  • Communication

  • Emotional Intelligence

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Wealth Management Advisor in Columbus, OH, USA is between $85,000 and $150,000 per year. This can vary depending on factors such as experience, education, and the specific employer. Additionally, bonuses and commission may also be included in the total compensation package for a Wealth Management Advisor.

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 BeforeJuly 20th, 2025
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

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.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started