Preferred Banking Advisor & Wealth Growth

Fifth Third; Newport (KY); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Comprehensive benefits

Incentive compensation plan

Job summary

Fifth Third Bank in Newport, Kentucky is seeking a Preferred Relationship Manager to drive acquisition, growth and retention of mass affluent customers within the Preferred Program. You will use consultative sales to assess client needs and partner with Investment Executives to deliver wealth solutions.

Responsibilities include building trusted advisor relationships, maintaining knowledge of banking products, complying with regulatory requirements, and traveling to local Financial Centers as

Qualifications

• College degree or equivalent combination of education and experience required.
• Experience in a sales environment and financial industry preferred.
• Must have regulatory licenses (SIE, Series 6, Series 63) and insurance licenses.

Responsibilities

• Execute retail strategies to increase Preferred Program households and meet referral goals.
• Build deep customer relationships and act as trusted advisor.
• Maintain knowledge of products and refer to Investment Executive as needed.
• Discuss and trade limited investment products within compliance guidelines.
• Travel to local Financial Centers as required.

Skills

Sales experience

Consultative selling

Licensing: SIE

Licensing: Series 6

Licensing: Series 63

Insurance licenses

SAFE Act registration

Education

College degree or equivalent

Job description

Fifth Third Bank in Newport, Kentucky is seeking a Preferred Relationship Manager to drive acquisition, growth and retention of mass affluent customers within the Preferred Program. You will use consultative sales to assess client needs and partner with Investment Executives to deliver wealth solutions.

Responsibilities include building trusted advisor relationships, maintaining knowledge of banking products, complying with regulatory requirements, and traveling to local Financial Centers as