Preferred Relationship Advisor – Mass Affluent Banking

Fifth Third; Sterling Heights (MI); On-site; USD 65,000 - 90,000; Full time

Job summary

Fifth Third Bank is hiring a Preferred Relationship Manager in Sterling Heights, MI. The role focuses on acquiring, growing, and retaining mass affluent clients within the Preferred Program, delivering needs-based financial solutions, and partnering with internal sales channels to optimize referrals.

The position requires a college degree, relevant sales/financial experience, and regulatory licenses (SIE, Series 6/63, insurance).

Qualifications

• College degree or equivalent experience required.
• Experience in a sales environment; experience in financial industry.
• Series SIE, 6, 63 and insurance licenses required. For external hires, Series 65 must be obtained within 90 days with up to two attempts.

Responsibilities

• Execute retail strategies to increase the Preferred Program households and provide excellent customer experience while meeting goals.
• Build deep relationships with customers to earn trusted-advisor status through consultative sales and service.
• Demonstrate ability to simplify and communicate complex financial concepts and solutions.
• Collaborate with the Financial Center team to leverage referrals and achieve investment sales targets.

Skills

Consultative selling

Relationship building

Customer service

Sales targets

Education

Bachelor's degree or equivalent

Job description

Fifth Third Bank is hiring a Preferred Relationship Manager in Sterling Heights, MI. The role focuses on acquiring, growing, and retaining mass affluent clients within the Preferred Program, delivering needs-based financial solutions, and partnering with internal sales channels to optimize referrals.

The position requires a college degree, relevant sales/financial experience, and regulatory licenses (SIE, Series 6/63, insurance).