Wealth Relationship Advisor – Preferred Program

Fifth Third Bank; Houston (TX); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Benefits package

Performance bonuses

Job summary

Fifth Third Bank is seeking a Preferred Relationship Manager in Houston to drive acquisition, growth, and retention of mass affluent clients within the Preferred Program. You will engage partners, perform needs‑based assessments, and deliver tailored financial solutions while maintaining excellent client service.

The role emphasizes consultative selling, building a robust book of business, and collaborating with the Financial Center team to maximize referrals and client satisfaction.

Qualifications

• Bachelor's degree or equivalent experience.
• Experience in a sales environment; experience in financial industry.
• SIE, 6, 63 and insurance licenses required; Series 65 within 90 days for external hires.
• Demonstrated ability to build and maintain a revenue-producing book of business in the mass affluent segment.
• Ability to present professionally to the public; travel locally as needed.

Responsibilities

• Execute retail strategies to increase Preferred Program households and meet referral targets.
• Build deep relationships with customers, acting as a trusted advisor.
• Explain complex financial concepts clearly and simply.
• Coordinate with Financial Center team to manage referrals and sales processes.
• Support investment sales and referrals to achieve management goals.
• Travel locally as required to service clients.

Skills

Sales experience

Consultative selling

Financial services knowledge

Education

College degree

Job description

Fifth Third Bank is seeking a Preferred Relationship Manager in Houston to drive acquisition, growth, and retention of mass affluent clients within the Preferred Program. You will engage partners, perform needs‑based assessments, and deliver tailored financial solutions while maintaining excellent client service.

The role emphasizes consultative selling, building a robust book of business, and collaborating with the Financial Center team to maximize referrals and client satisfaction.