Wealth Management Advisor II

Wealth Management Advisor II Dallas, Texas 75225 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, ensuring 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. Responsibilities 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 issue 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 monitoring and evaluating client needs 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 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 opportunities for 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 a thorough knowledge of investment products, trading strategies, and market dynamics. Accountable for the organization, development, and execution of client reviews in keeping with service standards to ensure client needs are being met. 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 primary point of contact for COI within the Bank. Accountable for implementation of recommendations delivered to client. Leads the 90‑day client onboarding process. Works in collaboration 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 the Private Bank. Champions the Bancorp Vision and Core Values through personal actions and leadership influence to promote high‑performing work groups. Experiences 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 & Abilities Required 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 start date to align with 5/3 Private Bank practice management requirements. The professional designations of Juris Doctorate (JD) and/or Certified Public Accountant (CPA) will also be accepted for this industry certification requirement. Appropriate state life and health insurance licenses are required in accordance with licensing guidelines. Minimum of eight (8) years of successful sales/client service experience in the 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. Demonstrates strong interpersonal negotiation, verbal and written communication, and presentation skills; demonstrated proficiency in delivery of branded presentations, materials, and solutions. Uses effective problem solving and analytical skills. Computer/Technical: Ability to use software including Word, Excel, PowerPoint, CRM or related systems. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS website mortgage.nationwidelicensingsystem.org provides the MU4R questions and registration required for employment in this position. Working Conditions Normal office environment with little exposure to dust, noise, temperature, and the like. Extended viewing of CRT screen. Salary The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education, and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Benefits Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well‑being. You can learn more about those programs on our 53.com Careers page at: or by consulting with your talent acquisition partner. 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. #J-18808-Ljbffr