Associate Wealth Management Advisor

Fifth Third Bancorp
Louisville
Workplace: OnsiteFull timeFunction: SalesEducation: bachelorsSkills: ["Consultative planning","Problem solving","Analytical skills","Team collaboration","Communication"]

Support Wealth Management Advisors in delivering a high-quality Private Bank experience for clients with $2MM+ in investable assets. Assist with activities that generate new revenue, acquire households, and deepen client relationships through consultative planning. Build and maintain a prospect pipeline, coordinate with third-party advisors, help monitor service standards and risk management, and maintain accurate CRM records while advancing toward a Wealth Management Advisor I role.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Associate Wealth Management Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Support Wealth Management Advisors in delivering a high-quality Private Bank experience for clients with $2MM+ in investable assets. Assist with activities that generate new revenue, acquire households, and deepen client relationships through consultative planning. Build and maintain a prospect pipeline, coordinate with third-party advisors, help monitor service standards and risk management, and maintain accurate CRM records while advancing toward a Wealth Management Advisor I role.
Location: Louisville
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Assist Wealth Management Advisors with activities that drive new revenue, acquire new households, and enhance the Private Bank client experience.
  • •Contribute to goals and performance metrics (new households, AUM, and fee sales) using a consultative planning process.
  • •Build and establish centers of influence to prospect for clients, helping source and develop a pipeline and personal book of business.
  • •Support client issue resolution and help monitor and execute service standards and metrics using segmentation, asset allocation, and risk management.
  • •Coordinate with client third-party advisors, use the Life360 process to deliver advice-based solutions, and ensure timely CRM recording of status and activities.

Key Requirements

  • •Bachelor's degree required; advanced degree preferred or significant related experience in private banking/wealth management with high net worth clients.
  • •Minimum 3 years of successful sales/client service experience in the wealth management services industry.
  • •CFP, CPWA, CFA, or other relevant industry certification (or committed to achieving for advancement); JD or CPA can fulfill certification for advancement opportunities.
  • •Proficient knowledge of financial services, investment products, and financial solutions.
  • •Ability to use Microsoft Office (Word, Excel, PowerPoint) and maintain required registrations (S.A.F.E. Act through NMLS).
Experience:Private bankingWealth managementHigh net worth
Education:Bachelor's
Skills:Consultative planningProblem solvingAnalytical skillsTeam collaborationCommunication
Licenses:State life insurance license
Certifications:CFPCPWACFAS.A.F.E ActJDCPA
Tech Stack:Microsoft WordMicrosoft ExcelPowerPointCRM

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
Glassdoor
Glassdoor: 3.7
WebsiteLinkedInGlassdoor