Relationship Manager Associate — Wealth Growth & Advisory

Fifth Third Bank; Michigan; On-site; USD 55,000 - 85,000; Full time

Job summary

Fifth Third Bank seeks a dynamic Preferred Relationship Manager Associate to drive acquisition, growth, and retention of mass affluent clients in the West Bloomfield, MI area. You will service clients, perform needs-based assessments, and collaborate with partners to deliver tailored financial solutions.

The role emphasizes building trusted advisor relationships, simplifying complex financial concepts, and achieving investment and referral goals within our Retail Consultative Sales framework.

Qualifications

• Experience in a sales environment within financial services.
• Certification in consultative selling or equivalent training.
• Must hold SIE, 6, 63 licenses and insurance licenses; Series 65 within 90 days if external hire.

Responsibilities

• Execute retail strategies to grow Preferred Program households and referrals.
• Build relationships with customers as trusted advisor through consultative sales.
• Maintain knowledge of products and services; coordinate with FC team.
• Travel as needed for local customer meetings and seminars.
• Ensure compliance with SAFE Act and NMLS requirements.

Skills

Sales experience

Consultative selling

Education

College degree or equivalent

FINRA licenses: SIE, 6, 63

Insurance licenses

Series 65 within 90 days (external hires)

Job description

Fifth Third Bank seeks a dynamic Preferred Relationship Manager Associate to drive acquisition, growth, and retention of mass affluent clients in the West Bloomfield, MI area. You will service clients, perform needs-based assessments, and collaborate with partners to deliver tailored financial solutions.

The role emphasizes building trusted advisor relationships, simplifying complex financial concepts, and achieving investment and referral goals within our Retail Consultative Sales framework.