Associate Wealth Management Advisor

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: bachelorsSkills: ["Problem solving","Analytical skills","Collaboration","Relationship building","Communication","Presentation","Urgency to results","Influencing"]

Support Wealth Management Advisors in delivering a high-quality Private Bank client experience for clients with $2MM+ in investable assets. Assist with revenue growth, acquiring new households, deepening relationships, and meeting AUM and fee sales goals through consultative planning. Build referral and prospecting pipelines, coordinate with third-party advisors, manage advice-based solutions using Life360, and help track client activities in CRM to drive satisfaction and retention.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Associate Wealth Management Advisor

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Last checked: 5 hours agoStatus: Live

Job Summary

Support Wealth Management Advisors in delivering a high-quality Private Bank client experience for clients with $2MM+ in investable assets. Assist with revenue growth, acquiring new households, deepening relationships, and meeting AUM and fee sales goals through consultative planning. Build referral and prospecting pipelines, coordinate with third-party advisors, manage advice-based solutions using Life360, and help track client activities in CRM to drive satisfaction and retention.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Assist Wealth Management Advisors with activities that drive new revenue, acquire new households, deepen client relationships, and enhance the Private Bank client experience.
  • •Contribute to achieving WMA performance metrics (new households, AUM, and fee sales) using a consultative planning process.
  • •Help build and sustain internal/external centers of influence to prospect, source clients, and develop a personal book of business.
  • •Use the Life360 process to deliver advice-based solutions and support resolution of client issues and concerns.
  • •Monitor and execute service standards and metrics, record client information in CRM, and coordinate with third-party advisors (e.g., attorney, accountant).

Key Requirements

  • •Bachelor’s degree required; advanced degree preferred or significant related experience in private banking/wealth management with high net worth clients.
  • •3+ years of successful sales and/or client service experience in wealth management services.
  • •CFP, CPWA, CFA, or other relevant industry certification, or commitment to pursue for advancement (JD/CPA can fulfill certification for advancement).
  • •Proficient knowledge of financial services, investment products, and financial solutions.
  • •S.A.F.E. Act registration at the time of employment through NMLS; ability to use Microsoft Office (Word, Excel, PowerPoint).
Experience:3+ yearsWealth managementPrivate bankingHigh net worthFinancial services
Education:Bachelor's
Skills:Problem solvingAnalytical skillsCollaborationRelationship buildingCommunicationPresentationUrgency to resultsInfluencing
Certifications:CFPCPWACFASAFE Act registration
Tech Stack:CRMLife360Microsoft OfficeWordExcelPowerPointNMLS

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
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