Lead Wealth Advisor, Private Banking & Planning

Fifth Third Bank; Kansas City (MO); Vor Ort; USD 90.000 - 120.000; Vollzeit

Zusammenfassung

Fifth Third Bank in Kansas City is seeking a Wealth Management Advisor II to serve as trusted adviser to Private Bank clients, coordinating a team of specialists to deliver wealth planning, investments, and trust services.

You will manage client relationships, profile needs using Life360, and drive revenue objectives while upholding risk, compliance and service standards in a dynamic, client-focused environment.

Qualifikationen

• Bachelor's degree or equivalent work experience required.
• Series 7, 66 (or 63 and 65) and appropriate state life licenses required.
• CFP, CFA, or CPWA preferred and must be obtained within 24–36 months of start date.
• Minimum of 8 years of successful sales/client service experience in financial services.
• Stays abreast of regulatory changes and works with specialists to stay up-to-date on services and solutions.
• Demonstrates strong interpersonal negotiation, verbal and written communication, and presentation skills.
• Proficiency with Word, Excel, PowerPoint, and CRM systems.

Aufgaben

• Develops and prospects internal and external centers of influence to build a pipeline of new client opportunities.
• Profiles clients using Life360 Discovery to identify opportunities and issues.
• Acts as Core Team Member for One Bank to expand household relationships.
• Delivers consultative and advice-driven service to retain client relationships.
• Leads the 90-day client onboarding process and coordinates with specialists to implement recommendations.

Kenntnisse

Interpersonal skills

Negotiation

Verbal & written communication

Presentation skills

Analytical skills

Problem solving

Ausbildung

Bachelor's degree

Business Administration/Finance/Economics preferred

Tools

Word

Excel

PowerPoint

CRM

Jobbeschreibung

Fifth Third Bank in Kansas City is seeking a Wealth Management Advisor II to serve as trusted adviser to Private Bank clients, coordinating a team of specialists to deliver wealth planning, investments, and trust services.

You will manage client relationships, profile needs using Life360, and drive revenue objectives while upholding risk, compliance and service standards in a dynamic, client-focused environment.