Mass Affluent Relationship Advisor

Fifth Third Bank; San Diego (CA); On-site; USD 54,000 - 112,000; Full time

Job summary

Fifth Third Bank in San Diego, CA is seeking a sales-focused advisor to grow and retain bank customers, especially within the Preferred Program and mass affluent segment. You will conduct needs-based assessments, promote the Retail Consultative Sales process, and work with partners to deliver solutions that meet clients’ financial goals.

The role emphasizes relationship-building, simplifying financial concepts for clients, and achieving referral and investment sales targets while adhering to

Qualifications

• College degree or equivalent combination of education and experience.
• Experience in a sales environment; experience in financial industry.
• Pass consultative selling skills certification and ongoing educational requirements as prescribed.
• Series SIE, 6, 63 and insurance licenses required. For external hires, the Series 65 must be obtained within 90 calendar days of hire with a maximum of two attempts within the 90 calendar day period.
• Have demonstrated ability to build and maintain a revenue-producing book of business, utilizing internal and external sources of customers, in the mass affluent segment.
• Position involves contact with the public, necessitating a professional image.
• This role may work with one or more FCs, which will require some local travelling.
• This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System ("NMLS").

Responsibilities

• Execute on retail strategies and tactics to increase the Preferred Program households, fulfill customer needs, provide an excellent customer experience, while removing roadblocks to achieve goals.
• Build deep relationships with customers to earn status as trusted advisor by leveraging our consultative sales and service process.
• Demonstrate ability to simplify and communicate complex financial concepts.
• Maintain the sales and service environment by actively participate in financial center huddles and meetings to support the sales and motivational activities.
• Provide guidance to the Financial Center team in the referral/sales process with a specific focus on Preferred customers.
• Maintain a well-developed working knowledge of the complete line of products and services offered.
• Consistently meet or exceed investment sales and referral goals as set by management, working in partnership with Investment Executive.
• Initiate and maintain customer and prospect contact through a variety of methods, including telemarketing and seminars.

Skills

Consultative selling

Licenses (SIE/6/63/65)

Relationship management

Mass affluent sales

Education

College degree

Job description

Fifth Third Bank in San Diego, CA is seeking a sales-focused advisor to grow and retain bank customers, especially within the Preferred Program and mass affluent segment. You will conduct needs-based assessments, promote the Retail Consultative Sales process, and work with partners to deliver solutions that meet clients’ financial goals.

The role emphasizes relationship-building, simplifying financial concepts for clients, and achieving referral and investment sales targets while adhering to