Wealth Management Advisor

Fifth Third Bank, N.A.; Louisville (KY); On-site; USD 85,000 - 125,000; Full time

Job summary

Fifth Third Bank, N.A. in Louisville, KY, seeks a Wealth Management Advisor to partner with clients and a multidisciplinary team to articulate and achieve wealth goals.

You will deliver tailored advice across investments, planning, and private banking within the One Bank framework. You will build relationships, manage client reviews, and expand household relationships while maintaining rigorous risk and compliance standards.

Qualifications

• Bachelor's degree or equivalent work experience required.
• Minimum 5-7 years of successful sales/client service experience in financial services.
• CFP, CFA, or CPWA industry certification preferred and required within 24-36 months.
• State life and health insurance licenses required per licensing guidelines.
• Strong interpersonal negotiation, verbal and written communication skills.

Responsibilities

• Develops and prospects internal and external centers of influence to build pipeline of new client opportunities.
• Profiles clients with Life360 Discovery to identify needs across AUM, loans, deposits, and planning.
• Acts as Core Team Member for One Bank to identify opportunities with bank customers.
• Maintains client relationships and delivers advice-driven solutions.
• Ensures CRM activity and client reviews to meet service standards.

Skills

Sales experience

Client service

Communication skills

CRM experience

Problem solving

Financial product knowledge

Education

Bachelor's degree or equivalent

CFP/CFA/CPWA or JD/CPA acceptable

Tools

Microsoft Excel

PowerPoint

CRM software

Job description

Louisville, KY

Lexington, KY

Full time

R63679

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals. Partners with teams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and client service standards.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities.

• Effectively utilizes Life360 Discovery process to profile clients and issues to identify client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning.

• Acts as the Core Team Member for One Bank to identify opportunities with new and existing bank customers.

• Continually monitors and evaluates client needs to identify opportunities to expand and deepen household relationship.

• Demonstrates proficiency in the utilization of consultative and advice driven sales; manages execution of client service standards to develop and retain lasting client relationships.

• Develops and strategically executes personal business plan to achieve defined revenue and business objectives.

• Institutes habits that ensure coordination of team in the consistent delivery of Private Bank experience standards.

• Utilizes the Life360 process when working with team members to deliver advice based solutions.

• Collaborates with a customized team of specialists to deliver high-quality client service.

• Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management.

• Identifies and refers opportunities providing for the utilization of advanced planning solutions.

• Coordinates and collaborates with client third party advisors (e.g., attorney, accountant) to ensure synergy of advisors' recommendations, consistent to client goals.

• Partners and leverages internal and external service providers to optimize effectiveness and efficiency.

• As primary contact, resolves problems in a timely and effective manner.

• Provides client with information regarding current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics.

• Accountable for the organization, development and execution of client reviews that are in keeping with service standards to ensure client needs are being met. E.g. Annual Client Reviews and quarterly updates, etc.

• Utilizes the Life360 process to continually challenge and collaborate with the client to articulate and achieve their goals.

• Manages overall profitability of client relationship.

• Ensures process information recorded timely in CRM regarding status and activities.

• Drives continuous improvement by looking for ways to deepen relationship with client through all areas of Private Bank and other appropriate Bancorp channels.

• Acts as primary point of contact for COI within Bank.

• Accountable for implementation of recommendations delivered to client.

• Leads the 90-day client on-boarding process.

• Works in collaboration with team members to ensure alignment and exchange information and resources necessary to meet shared objectives.

• Addresses developmental needs and knowledge gaps as requested by manager and the Private Bank.

• Champions the Bancorp Vision and Core Values through personal actions and leadership influence to promote high-performing work groups.

• Experienced operating in an environment that stresses both individual accountability and team-based performance.

• Exhibits a sense of urgency and a continual drive to results coupled with an ability to partner effectively with management at all organizational levels.

• Displays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority.

• Supports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results.

• Actively participates within professional and community organizations.

• Actively networks and effectively builds relationships internally and externally of the Bank.

MINIMUM KNOWLEDGE, SKILLS AND ABILITES REQUIRED:

• Bachelors degree or equivalent work experience required. Business Administration, Finance, or Economics is preferred.

• CFP, CFA, or CPWA industry certification is preferred and will be required within 24 months (36 months for CFA) of start date to align with 5/3 Private Bank practice management requirements. The professional designations of Juris Doctorate (JD) and/or Certified Public Accountant (CPA) will also be accepted for this industry certification requirement.

• Minimum of 5-7 years of successful sales/client service experience in financial services industry.

• Appropriate state life and Health insurance licenses are required in accordance with licensing guidelines.

• Stays abreast and informed of regulatory and governmental changes that impact clients. Works with specialists to keep up-to-date on services and solutions.

• Demonstrates strong interpersonal negotiation, verbal and written communication, and presentation skills. Demonstrated proficiency in delivery of branded presentations, materials and solutions.

• Uses effective problem solving and analytical skills.

• Computer / Technical: Ability to use software including: Word, Excel and PowerPoint, CRM or related systems.

• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.

WORKING CONDITIONS:

• Normal office environment with little exposure to dust, noise, temperature and the like.

• Extended viewing of CRT screen.

• All the above duties and responsibilities are essential job functions for which reasonable accommodation will be made. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. This position description is not to be construed as an exhaustive statement of duties, responsibilities or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodation.

Wealth Management Advisor

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

LOCATION -- Louisville, Kentucky 40202

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Introduce yourself to our team to stay connected on future opportunities. We look forward to finding the right place for you. Are you ready to take the next step?

Fifth Third is a bank that’s as long on innovation as it is on history. Since 1858, we’ve been helping individuals, families, businesses and communities grow through smart financial services that improve lives. With a commitment to taking care of our customers, employees, communities and shareholders, our goal is not only to be the nation’s highest performing regional bank, but to be the bank people most value and trust.