Associate Wealth Management Advisor

Associate Wealth Management Advisor

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General Function:

Partners with Wealth Management Advisors for client relationships with more than $2MM in investable assets to help ensure the Private Bank experience is delivered. Collaborates with team of specialists to consistently deliver high-quality customer service and advice-based solutions that simplify financial complexity and achieve the client's goals. Ensures client service standards including execution, delivery, and retention are achieved. Builds skills, knowledge, and expertise needed to advance to a Wealth Management Advisor I within 18 -24 months.

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:

• Assists WMAs in activities that drive new revenue, acquire new households, deepen client relationship and enhances the Private Bank client experience.
• Contributes to WMA goals in achieving quantitative and qualitative performance metrics including new HHs, AUM, fee sales with a consultative planning process
• Builds and establishes internal/external centers of influence to prospect; ultimately sourcing/building a robust pipeline of clients and opportunities to acquire new HH and develop personal book of business.
• Participates in One Bank activities to identify opportunities with new and existing bank customers.
• Utilizes the Life360 process when working with team members and clients to deliver advice based solutions.
• Assists WMAs who are primary contact for the resolution of client issues and concerns.
• Helps monitor, execute and achieve service standards and metrics based on needs, segmentation, asset allocation, and risk management.
• Participates in the coordination and collaboration with client third party advisors (e.g., attorney, accountant).
• Expands knowledge of investment techniques and products, trading strategies and market dynamics.
• Collaborates with the client to articulate and achieve their goals through consultative discovery /planning process.
• Assists in managing profitability of client relationship.
• Assists WMAs in ensuring timely recording of information in CRM regarding status and activities.
• Helps drive client experience by identifying and executing on process improvements

Supervisory Responsibilities:

None.

Minimum Knowledge, Skills And Abilities Required:

• Bachelor's degree required; advanced degree preferred or significant related experience within private bank, and/or wealth management industry working with high net worth clients
• Must possess or achieve appropriate state life insurance and variable annuity licenses as required in accordance with licensing guidelines
• Minimum of 3 years of successful sales/client service experience in the wealth management services industry
• CFP, CPWA, CFA, or other industry certification in process or committed to achieving for advancement opportunities; JD or CPA fulfill industry certification for advancement opportunities
• Proficient knowledge of financial services business, investment products, and financial solutions.
• Exhibits a sense of urgency and a continual drive to results; Effective problem solving and analytical skills.
• Demonstrates ability to effectively collaborate and function in a team-oriented environment.
• Strong ability to develop, grow and manage internal and external relationships, Demonstrates ability to influence, persuade, and effectively interact with a dynamic leadership style.
• Demonstrates strong interpersonal, verbal and written communication, and presentation skills.
• Professional presence displayed within professional and community organizations.
• S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
• Ability to use Microsoft Office software including: Word, Excel, and Power Point.

Working Conditions:

• Normal office environment with little exposure to dust, noise, temperature and the like.

Location -- Dayton, Ohio 45402

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, military status, veteran status or any other legally protected status.