Wealth Management Advisor

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. Creates streams 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 Sales: Develops and prospects internal and external centers of influence to build and cultivate a pipeline of new client opportunities. Effectively utilizes Life360 Discovery process to profile clients and identify client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as 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 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. Client Experience: 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 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. As primary contact, resolves problems in a timely and effective manner. Provides client with information regarding current trends and commands thorough knowledge of investment products, trading strategies and market dynamics. Accountable for organization, development and execution of client reviews in keeping with service standards. Utilizes the Life360 process to continually challenge and collaborate with the client to articulate and achieve their goals. Manages overall profitability of client relationships. Ensures process information is recorded timely in CRM regarding status and activities. Drives continuous improvement by seeking ways to deepen relationships across all 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 onboarding process. Works collaboratively with team members to ensure alignment and exchange of information and resources necessary to meet shared objectives. Addresses developmental needs and knowledge gaps as requested by manager and Private Bank. Champions Bancorp Vision and Core Values through personal actions and leadership influence to promote high‐performing work groups. Other: 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 Abilities Required Bachelor's degree or equivalent work experience required. Business Administration, Finance, or Economics preferred. CFP, CFA, or CPWA industry certification preferred and required within 24 months (36 months for CFA) of start date to align with Private Bank practice management requirements. Also accepted: JD, CPA. Appropriate state life and health insurance licenses required. Minimum of eight (8) years of successful sales/client service experience in financial services industry. Stays abreast and informed of regulatory and governmental changes that impact clients. Works with specialists to keep up‑to‑date on services and solutions. Strong interpersonal negotiation, verbal, written communication, and presentation skills. Proficiency in delivery of branded presentations, materials and solutions. Effective problem‑solving and analytical skills. Computer / Technical Proficient in Word, Excel, PowerPoint, and CRM or related systems. Position requires S.A.F.E. Act registration at the time of employment through the NMLS. Working Conditions Normal office environment with little exposure to dust, noise, temperature and the like. Extended viewing of CRT screen. Compensation Wealth Management Advisor Total Base Pay Range: $121,900.00 – $262,100.00 USD annually. In addition to base salary, the role is eligible to participate in an incentive compensation plan. EEO Statement 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, veteran status or any other legally protected status. #J-18808-Ljbffr Fifth Third