Mass Affluent Banking Relationship Advisor

Fifth Third; Santa Monica (CA); On-site; USD 67,000 - 112,000; Full time

Job summary

Fifth Third Bank in Los Angeles, CA is seeking a hands-on Preferred Relationship Manager to drive acquisition, growth, and retention of mass affluent clients. You will engage clients with a consultative sales process, deepen relationships, and coordinate with internal partners to fulfill financial needs.

The role requires series licenses (SIE, 6, 63, insurance) and a Series 65 within 90 days for external hires, with travel to local FCs as needed.

Qualifications

• College degree or equivalent combination of education and experience.
• Experience in a sales environment; financial industry experience preferred.
• Series SIE, 6, 63 and insurance licenses required; Series 65 within 90 days for external hires.

Responsibilities

• Execute retail strategies to increase Preferred Program households and meet goals.
• Build deep relationships with customers, acting as trusted advisor.
• Explain complex financial concepts in simple terms.
• Support sales efforts with the Financial Center team and referrals.
• Maintain knowledge of products and services and pursue development needs.
• Meet or exceed investment sales and referral targets with Investment Executive.

Skills

Relationship building

Consultative selling

Sales experience

Professional image

Communication skills

Travel readiness

Education

College degree

Job description

Fifth Third Bank in Los Angeles, CA is seeking a hands-on Preferred Relationship Manager to drive acquisition, growth, and retention of mass affluent clients. You will engage clients with a consultative sales process, deepen relationships, and coordinate with internal partners to fulfill financial needs.

The role requires series licenses (SIE, 6, 63, insurance) and a Series 65 within 90 days for external hires, with travel to local FCs as needed.