
Wealth Management Advisor
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
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
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
Communication
Leadership
Time management
Interpersonal Skills
creativity
Organization
Critical thinking
Teamwork
Adaptability
Problem-Solving
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.
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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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