Fifth Third Bank Associate Wealth Management Advisor. in NAPERVILLE, Illinois
Fifth Third Bank is one of the top-performing banks in the country, with a heritage that spans more than 150 years. We've staked our claim on looking at things differently to making banking a Fifth Third Better. This applies to our relationships with customers and employees alike.
We employ about 18,000 people, and what we offer is:
A chance for employees to build their future, with supportive career development and financial wellness programs.
An environment where we win together. We celebrate achievement and work collaboratively. We're also a three-time Gallup Great Workplace honoree.
An invitation to impact lives in a positive and lasting way. Everything we do is geared toward improving lives. That's fun and exciting.
It comes down to the fact that Fifth Third is a warm and caring place to with which to grow # as a customer or as a team member.
The Wealth and Asset Management division puts more than 100 years of experience to work to help individual, business, and institutional clients build and manage their wealth. Better ideas # and better solutions # begin with better listening. Listening to our clients is at the heart of our strategy to help our clients achieve their financial goals.
Partners with senior Wealth Management Advisors for client relationships with more than $500,000 in investable assets to help ensure the Private Bank experience is delivered. Assembles and collaborates with team ofspecialiststoconsistently deliver high-quality customer service and advice-based solutions that simplify financial complexity and achieve the client's goals. Ensures service standards including execution, delivery, and retention are achieved.Buildsskills,knowledge, and expertise needed to advance to a Wealth Management Advisor or Private Bank Investment Executive position.
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 ensuresthatactions 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 & RESPONSIBILITIES:
.Assists senior WMAs in activities that drive new revenue and expand wallet share.
.Builds and establishes internal/external centers of influence to prospect; ultimately sourcing/building a pipeline of clients and opportunities.
.Develops and strategically executes business plan to obtain new clients 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 to deliver advice based solutions.
.Effectively profiles client and identifies needs for LOB referrals and cross selling.
.Drives sales results with appropriate financial based services and solutions.
.Assists WMAs who are primary contact for the resolution of client issues and concerns.
.Helps monitor and ensure team members are aware of 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.
.Challenges and collaborates with the client to articulate and achieve their goals.
.Assists in managing profitability of client relationship.
.Assists WMAs in ensuring timely recording of information in CRM regarding status and activities.
.Helps drive improvement by looking for ways to deepen relationship
.Builds skills, knowledge and expertise needed to advance to a Wealth Management Advisor or Private Bank Investment Executive position within 18-24 month time frame.
Fifth Third Bank 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.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
.College degree or equivalent experience required; Bachelor's degree or higher preferred.
.Series 7, 66 (or 63 and 65) and appropriate state insurance licenses are required to be obtained, as documented in the Private Bank Licensing Guidelines.
.CFP or other industry certification (e.g. AWMA) is encouraged.
.Expands knowledge of financial services business, investment products, and financial solutions. Minimum of 3 years of successful sales/client service experience in the wealth management services industry.
.Ability to use Microsoft Office software including: Word, Excel, and Power Point.
.Exhibits a sense of urgency and a continual drive to results.
.Demonstrates ability to effectively collaborate and function in a team-oriented environment.
.Demonstrates ability to influence, persuade, and effectively interact with a dynamic leadership style.
.Demonstrates strong interpersonal, verbal and written communication, and presentation skills.
.Develops strong negotiation skills.
.Professional presence displayed within professional and community organizations.
.Effective problem solving and analytical skills.
.S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
.Normal office environment with little exposure to dust, noise, temperature and the like.
.Extended viewing of CRT screen.