Wealth Management Advisor I

Profile

Wealth Management Advisor II

The candidate develops and prospects internal and external centers of influence to build and cultivate a pipeline of new client opportunities. Effectively utilizes the Life360 Discovery process to profile clients and issues spot 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 relationships. Demonstrates proficiency in the utilization of consultative and advice-driven sales; manages the execution of client service standards to develop and retain lasting client relationships. Develops and strategically executes a 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 to 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 with client goals. Partners and leverages internal and external service providers to optimize effectiveness and efficiency. Provides client with information regarding current trends and commands a thorough knowledge of investment products, trading strategies, and market dynamics. Manages overall profitability of client relationships. Ensures process information is recorded timely in CRM regarding status and activities. Drives continuous improvement by looking for ways to deepen relationships with clients through all areas of Private Bank and other appropriate Bancorp channels. Acts as the primary point of contact for COI within the Bank. Leads the 90-day client onboarding 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 the manager and the Private Bank. 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. Bachelor's 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 the start date to align with 5/3 Private Bank practice management requirements. 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 the 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. Should have 8 years of successful sales/client service experience in the financial services industry.

Company info

Fifth Third Bank
251 N Illinois Street Suite 1000
Indianapolis
Indiana
United States 46204-4304
Website : https://www.53.com