Fifth Third Bank Wealth Management Advisor I 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. Partners with teams 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, andensuresthatactions 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:
. Develops and prospects internal and external centers of influence to build and cultivate pipeline
of new client opportunities.
. Effectively utilizes Life360 Discovery process to profile clients and issues to identify client needs that
result in AUM, Brokerage, Loans, Deposits, Insurance, Estate Planning, and Wealth Planning.
. Acts as the Core Team Member for One Bank to identify opportunities with new and existing
. Continually monitors and evaluates client needs to identify opportunities to
expand and deepen household relationship.
. Demonstrates proficiency in the utilization of 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
. 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
. 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 providing 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 to client goals.
. Partners and leverages internal and external service providers to optimize effectiveness and
. 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 that are in
keeping with service standards to ensure client needs are being met. E.g. Annual Client Reviews
and quarterly updates, etc. Utilizes the Life360processtocontinually challenge and collaborate with
the client to articulate and achieve their goals.
. Manages overall profitability of client relationship.
. Ensures process information recorded timely in CRM regarding status and activities.
. Drives continuous improvement by looking for ways to deepen relationship with client through
all areas of 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 on-boarding process.
. Works in collaboration with team members to ensure alignment and exchange information and
resources necessary to meet shared objectives.
. Addresses developmental needs and knowledge gaps as requested by manager and the Private
. Champions the Bancorp Vision and Core Values through personal actions and leadership
influence to promote high-performing work groups.
. Experienced operating in an environment that stresses both individual accountability and
. 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.
SUPERVISORY RESPONSIBILITIES: None.
MINIMUM KNOWLEDGE & SKILLS REQUIRED:
. Bachelors degree or equivalent work experience required. Business Administration, Finance, or
. Economics is preferred.
. Securities Industry Essentials (SIE), 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 5-7 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
. Uses effective problem solving and analytical skills.
. Computer / Technical: Ability to use software including: Word, Excel and PowerPoint, CRM or
. 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 MU4R questionsandregistrationrequiredforemployment in this position.
. Normal office environment with little exposure to dust, noise, temperature and the like.
. Extended viewing of CRT screen.
All the above duties and responsibilities are essential job functions for which reasonable accommodation will be made. All
job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job
proficiently. This position description is not to be construed as an exhaustive statement of duties, responsibilities or
requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor,
subject to reasonable accommodation.
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.