Mass Affluent Relationship Advisor

Fifth Third Bank; Farmington Hills (MI); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Competitive benefits

Incentive compensation plan

Job summary

Fifth Third Bank in Northville, Michigan seeks a Relationship Manager to acquire, grow, and retain Preferred Program customers through consultative sales and service. You will partner with investment partners to fulfill client needs and expand relationships across wealth segments.

This role requires strong sales skills, FINRA licenses, NMLS registration, and willingness to travel locally. You will contribute to a high-performance team while delivering outstanding customer experiences.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Experience in a sales environment; experience in financial industry.
• Must hold FINRA Series SIE, 6, 63 and insurance licenses; Series 65 within 90 days if external hire.
• SAFE Act registration via NMLS required at time of employment.
• Ability to build revenue-producing book of business in the mass affluent segment.

Responsibilities

• Execute retail strategies to increase the Preferred Program households.
• Build deep relationships with customers to earn trusted-advisor status.
• Demonstrate ability to simplify and communicate complex financial concepts.
• Support sales and referrals with the Financial Center team, focusing on Preferred customers.
• Maintain knowledge of products and services and stay up to date with development needs.
• Meet or exceed investment sales and referral goals with Investment Executive guidance.
• Initiate and maintain customer contact through various channels and events.
• Provide proactive financial solutions based on customer needs.

Skills

Consultative selling

Sales experience

Mass affluent

Local travel

Education

College degree or equivalent

Job description

Fifth Third Bank in Northville, Michigan seeks a Relationship Manager to acquire, grow, and retain Preferred Program customers through consultative sales and service. You will partner with investment partners to fulfill client needs and expand relationships across wealth segments.

This role requires strong sales skills, FINRA licenses, NMLS registration, and willingness to travel locally. You will contribute to a high-performance team while delivering outstanding customer experiences.