Fifth Third Bank

Wealth Management Advisor

Fifth Third Bank

Grand Rapids, MI, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

We are looking for a Wealth Management Advisor to join the Fifth Third Bank team and help our clients reach their financial goals. Our ideal candidate is an enthusiastic, knowledgeable individual who is passionate about helping people and financial management. If you are a self-starter with excellent interpersonal communication skills and an eye for details, this may be the perfect role for you.Required Qualifications: • Bachelor's degree in business, finance, economics, accounting or related field• A minimum of 5 years' experience in financial services, preferably in wealth management • Demonstrated ability to build strong client relationships • Working knowledge of investments, banking, and financial planning • Good understanding of compliance and regulations • Ability to create and present financial plans to clients • Professional designations such as CFP®, CFA, or ChFC preferred • Possession of FINRA Series 7 & 63 licenses

Responsibilities: • Develop and maintain relationships with clients, providing customized financial planning and advice • Analyze clients' financial situation, identify their needs, and develop financial plans to meet their goals • Monitor clients' financial portfolios and make adjustments as needed • Research and recommend investments, banking products, and other financial services • Prepare and present financial plans and proposals to clients • Stay up-to-date on financial regulations and compliance requirements • Maintain a thorough understanding of current financial products and services • Provide ongoing support and advice to clients as their financial situation changes

Where is this job?
This job is located at Grand Rapids, MI, USA
Job Qualifications
  • Strong Financial Analysis Skills

  • Expert Knowledge Of Investment Products And Strategies

  • Comprehensive Understanding Of Risk Management Principles

  • Effective Communication And Interpersonal Skills

  • Ability To Develop Tailored Strategies For Clients

  • Proficiency In Using Financial Planning Software

  • Superior Organizational And Problem Solving Skills

  • Certified Financial Planner (Cfp) Designation Or Equivalent Credentials

Required Skills
  • Risk Management

  • Financial Planning

  • Financial Modeling

  • Credit Analysis

  • Compliance

  • Investment Management

  • Risk Analysis

  • Client Relations

  • Portfolio analysis

  • Asset allocation

  • Retirement planning

  • Cash flow management

  • Estate Planning

  • Tax Planning

  • Wealth Building

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Management Advisor in Grand Rapids, MI, USA is between $40,000 and $90,000 per year. The exact salary depends on a variety of factors including experience, qualifications, and the size and type of employer.

Additional Information
Fifth Third Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedOctober 2nd, 2023
Apply BeforeMay 22nd, 2025
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About Fifth Third Bank

Fifth Third Bank is a bank headquartered in Cincinnati, Ohio, at Fifth Third Center. Its main businesses are Commercial Banking, Branch Banking, Consumer Lending and Wealth & Asset Management.

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