Fifth Third Bank Wealth Management Advisor II in Dayton, Ohio
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.
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 teamsofhighlycredentialedspecialiststoprovide 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 thatactions 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:
oDevelops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities.
oEffectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Brokerage, Loans, Deposits, Insurance, Estate Planning, and Wealth Planning.
oActs 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 relationship.
oDemonstrates proficiency in the utilization of consultative and advice driven sales; manages execution of client service standards to develop and retain lasting client relationships.
oDevelops and strategically executes personal business plan to achieve defined revenue and business objectives.
oInstitutes habits that ensure coordination of team in the consistent delivery of Private Bank experience standards.
oUtilizes the Life360 process when working with team members to deliver advice based solutions.
oCollaborates with a customized team of specialists to deliver high-quality client service.
oEnsures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management.
oIdentifies and refers opportunities providing for the utilization of advanced planning solutions.
oCoordinates and collaborates with client third party advisors (e.g., attorney, accountant) to ensure synergy of advisors' recommendations, consistent to client goals.
oPartners and leverages internal and external service providers to optimize effectiveness and efficiency.
oAs primary contact, resolves problems in a timely and effective manner.
oProvides client with information regarding current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics.
oAccountable for the organization, development and execution of client reviews that are in keeping with service standards to ensure client needs are being met. E.g. Annual Client Reviews and quarterly updates, etc. UtilizestheLife360processtocontinuallychallenge and collaborate with the client to articulate and achieve their goals.
oManages overall profitability of client relationship.
oEnsures process information recorded timely in CRM regarding status and activities.
oDrives continuous improvement by looking for ways to deepen relationship with client through all areas of Private Bank and other appropriate Bancorp channels.
oActs as primary point of contact for COI within Bank.
oAccountable for implementation of recommendations delivered to client.
oLeads the 90-day client on-boarding process.
oWorks in collaboration with team members to ensure alignment and exchange information and resources necessary to meet shared objectives.
oAddresses developmental needs and knowledge gaps as requested by manager and the Private Bank.
oChampions the Bancorp Vision and Core Values through personal actions and leadership influence to promote high-performing work groups.
oExperienced operating in an environment that stresses both individual accountability and team-based performance.
oExhibits a sense of urgency and a continual drive to results coupled with an ability to partner effectively with management at all organizational levels.
oDisplays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority.
oSupports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results.
oActively participates within professional and community organizations.
oActively networks and effectively builds relationships internally and externally of the Bank.
SUPERVISORY RESPONSIBILITIES: None.
MINIMUM KNOWLEDGE & SKILLS REQUIRED:
.Bachelors degree or equivalent work experience required. Business Administration, Finance, or Economics is preferred.
.Series 7, 66 (or 63 and 65) and appropriate state life insurance and variable annuity licenses are required in accordance with licensing guidelines.
.CFP or other industry certification (e.g. AWMA) is preferred.
.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.
.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 and 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 web site (mortgage.nationwidelicensingsystem.org) provides the MU4Rquestionsandregistrationrequiredforemployment in this position.
.Normal office environment with little exposure to dust, noise, temperature and the like.
.Extended viewing of CRT screen.
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.