Trusted Wealth Advisor – Preferred Program

Fifth Third Bank; Town of Clear Lake (WI); On-site; USD 70,000 - 100,000; Full time

Job summary

Fifth Third Bank is seeking a results-oriented Relationship Manager to drive acquisition, growth, and retention of bank customers in the Houston area. You will focus on Preferred Program clients, conduct needs-based assessments, and partner with center teams to fulfill financial needs.

You will maintain knowledge of products, execute sales plans, meet investment and referral goals, and travel locally as needed. A strong professional image and regulatory licenses are required.

Qualifications

• College degree or equivalent combination of education and experience required.
• Experience in a sales environment; experience in financial industry
• Pass consultative selling skills certification and complete 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 the ability to present 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 and meet goals.
• Build deep relationships with customers to be a trusted advisor via consultative sales and service.
• Demonstrate ability to explain complex financial concepts clearly.
• Support the sales environment through financial center meetings and referrals, focusing on Preferred customers.
• Maintain knowledge of the full line of products and services and request development as needed.
• Meet or exceed investment sales and referral goals in collaboration with Investment Executive.
• Initiate and maintain customer contact via in-center interactions, telemarketing, seminars and events.
• Monitor industry and economic trends to offer proactive financial solutions.

Skills

Sales experience

Consultative selling

Strong communication

Education

College degree or equivalent

Licenses: Series SIE, 6, 63; insurance; Series 65 within 90 days

Job description

Fifth Third Bank is seeking a results-oriented Relationship Manager to drive acquisition, growth, and retention of bank customers in the Houston area. You will focus on Preferred Program clients, conduct needs-based assessments, and partner with center teams to fulfill financial needs.

You will maintain knowledge of products, execute sales plans, meet investment and referral goals, and travel locally as needed. A strong professional image and regulatory licenses are required.