Trusted Wealth Advisor for Preferred Banking

Fifth Third Bank

Newport (KY)

Hybrid

USD 60,000 - 90,000

Full time

3 hours ago
Be an early applicant
Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

Fifth Third Bank is seeking a Relationship Manager in Newport, KY to acquire, grow, and retain Preferred Program customers and mass affluent prospects. You will proactively contact customers, assess needs, and collaborate with partners to provide tailored financial solutions within the Retail Consultative Sales framework.

You will maintain knowledge of bank products, support referrals, and works with financial center teams to drive revenue while ensuring risk controls and superior customer

Qualifications

  • College degree or equivalent required.
  • Experience in a sales environment; experience in financial industry.
  • Pass consultative selling skills certification and ongoing education.
  • Series SIE, 6, 63 and insurance licenses required; Series 65 must be obtained within 90 days for external hires.

Responsibilities

  • Execute retail strategies to increase the Preferred Program households and meet sales goals.
  • Build deep relationships with customers as trusted advisor using consultative sales process.
  • Explain complex financial concepts in simple terms.
  • Support sales process with referrals and relationship development within financial centers.

Skills

Sales experience
Financial industry experience
Consultative selling
Strong communication
Travel availability

Education

College degree
Series SIE, 6, 63 and insurance licenses
Series 65 requirement within 90 days

Job description

Fifth Third Bank is seeking a Relationship Manager in Newport, KY to acquire, grow, and retain Preferred Program customers and mass affluent prospects. You will proactively contact customers, assess needs, and collaborate with partners to provide tailored financial solutions within the Retail Consultative Sales framework.

You will maintain knowledge of bank products, support referrals, and works with financial center teams to drive revenue while ensuring risk controls and superior customer

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Preferred Banking Advisor & Wealth Growth
Preferred Banking Advisor & Wealth Growth

Fifth Third • Newport (KY)

On-site
USD 65,000 - 95,000
Comprehensive benefits
Incentive compensation plan
Preferred Relationship Manager: Wealth Growth & Advisory
Preferred Relationship Manager: Wealth Growth & Advisory

Fifth Third Bank • Mansfield (TX)

On-site
USD 60,000 - 90,000
Preferred Banking Relationship Manager for Wealth Growth
Preferred Banking Relationship Manager for Wealth Growth

Fifth Third Bank • Missouri

On-site
USD 70,000 - 110,000
Trusted Advisor: Preferred Relationship Manager
Trusted Advisor: Preferred Relationship Manager

Fifth Third Bank • Los Angeles (CA)

On-site
USD 54,000 - 112,000
Trusted Wealth Advisor - Preferred Banking
Trusted Wealth Advisor - Preferred Banking

Fifth Third Bank • Houston (TX)

On-site
USD 75,000 - 110,000
Preferred Relationship Manager
Preferred Relationship Manager

Fifth Third Bank • Newport (KY)

Hybrid
USD 60,000 - 90,000
Preferred Banking Relationship Manager for Wealth Growth
Preferred Banking Relationship Manager for Wealth Growth

Fifth Third Bank • Friendswood (TX)

On-site
USD 75,000 - 120,000
Preferred Relationship Manager
Preferred Relationship Manager

Fifth Third • Newport (KY)

On-site
USD 65,000 - 95,000
Comprehensive benefits
Incentive compensation plan
Trusted Wealth Advisor – Preferred Program
Trusted Wealth Advisor – Preferred Program

Fifth Third Bank • Town of Clear Lake (WI)

On-site
USD 70,000 - 100,000
Preferred Relationship Manager – Wealth & Advisory
Preferred Relationship Manager – Wealth & Advisory

Fifth Third • Chesterton (IN)

On-site
USD 54,000 - 112,000