Mass Affluent Relationship Advisor

Fifth Third; Houston (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

Fifth Third Bank seeks a Preferred Relationship Manager in Houston, TX to drive acquisition, growth, and retention for our Preferred Program and mass affluent clients. You will build deep client relationships, assess needs, and coordinate with the financial center team to deliver tailored financial solutions.

You will work with investment partners to expand referrals, maintain up-to-date product knowledge, and ensure exceptional customer experiences while adhering to risk and regulatory

Qualifications

• Bachelor's degree or equivalent experience required.
• Sales experience in financial services preferred.
• Series SIE and insurance licenses required; Series 65 within 90 days.
• Able to travel locally to client sites.

Responsibilities

• Acquire, grow, and retain Preferred Program customers.
• Conduct needs-based assessments and present solutions.
• Partner with Financial Center team for referrals and seminars.
• Maintain knowledge of products and comply with risk policies.

Skills

Consultative selling

Relationship building

Financial product knowledge

Communication skills

Travel (local)

Education

Bachelor's degree

Tools

NMLS registration

Job description

Fifth Third Bank seeks a Preferred Relationship Manager in Houston, TX to drive acquisition, growth, and retention for our Preferred Program and mass affluent clients. You will build deep client relationships, assess needs, and coordinate with the financial center team to deliver tailored financial solutions.

You will work with investment partners to expand referrals, maintain up-to-date product knowledge, and ensure exceptional customer experiences while adhering to risk and regulatory