Mass Affluent Banking Relationship Advisor

Fifth Third; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Fifth Third Bank in Houston, TX seeks a Relationship Manager to drive acquisition, growth and retention of Preferred Program clients, delivering needs-based financial solutions.

You will build deep client relationships, partner with center teams to promote the Retail Consultative Sales process, and pursue referrals while ensuring risk and compliance.

Required: sales experience in financial services, Series SIE/6/63 and insurance licenses, plus SAFE Act registration; some local travel.

Qualifications

• College degree or equivalent combination of education and experience.
• Experience in a sales environment; experience in financial industry.
• Series SIE, 6, 63 and insurance licenses required.
• SAFE Act registration may be required.

Responsibilities

• Execute retail strategies to increase Preferred Program households and provide needs-based solutions.
• Build relationships to earn trusted-advisor status and promote consultative sales.
• Collaborate with financial center teams to support referrals and sales processes.
• Meet or exceed investment sales and referral goals with management.
• Travel locally to work with one or more financial centers as needed.

Skills

Sales experience

Consultative selling

Relationship building

Communication skills

Travel ability

Education

College degree

Job description

Fifth Third Bank in Houston, TX seeks a Relationship Manager to drive acquisition, growth and retention of Preferred Program clients, delivering needs-based financial solutions.

You will build deep client relationships, partner with center teams to promote the Retail Consultative Sales process, and pursue referrals while ensuring risk and compliance.

Required: sales experience in financial services, Series SIE/6/63 and insurance licenses, plus SAFE Act registration; some local travel.