Job Description

TITLE: WEALTH MANAGEMENT ADVISOR - High Net Worth Private Bank & Fifth Third Securities
Best Experience. Best People. Best Company

Serves as coordinator/"quarterback" of the Banks' Investmet Team and trusted advisor for client relationships with more than $1MM in investable assets to ensure the Private Bank experience is delivered. Assembles and collaborates with a customized team of specialists to consistently deliver high-quality customer service and advice-based solutions that simplify financial complexity and achieve the client’s goals. Ensures service standards including execution and delivery are achieved. This position is paid via a commissioned basis.

DUTIES AND RESPONSIBILITIES:
Sales
** Prospects for clients in a New Business Development capacity by sourcing and building own pipeline of clients / opportunities.
** Targets and profiles clients who drive sales results in AUM, Brokerage, Private Bank, Insurance, Wealth Planning, Equity Risk Management.
**Effectively profiles client and identifies needs for LOB referrals and cross selling.
**Demonstrates highly developed sales client contact and relationship management skills.
**Obtains new clients through detailed, targeted business plans.
**Earns referrals from clients and Centers of Influence (COI) including the Commercial Division and 3rd party advisors (e.g. Attorney, accountant).
Client Experience
**Coordinates client relationship to ensure the Private Bank experience is delivered.
**Delivers advice-based solutions based on the value ladder and the FTBP story following our Life 360 processes in a consistent manner.
**Identifies, assembles and 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.
**Delivers advanced planning techniques through knowledge of complex investment products and services.
**Coordinates and collaborates with client third party advisors (e.g., attorney, accountant).
**Partners and leverages internal and external service providers to optimize effectiveness and efficiency.
**Resolves problems as primary contact for client issues.
**Provides client with current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics.
**Manages overall profitability of client relationship.
**Drives continuous improvement by looking for ways to deepen relationship with client through all areas of Private Bank and other appropriate Bancorp channels.
**Coordinates as primary point of contact for COI within Bank.
**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.

KNOWLEDGE & SKILLS REQUIRED:
BS/BA Business Administration, Finance, Economics is preferred.
** Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required.
** Completion AWMA certification within 18 months is required.
** CFP is preferred and CFA is encouraged.
** Brings a minimum of 6-8 years of successful sales/client service experience in financial services industry.
** Represents Private Bank within local community organizations.

Denver.Bowers@53.com
Fifth Third Securities, Executive Recruiting - Southeast Region

Candidates interested in applying to this role should e-mail Denver.Bowers@53.com.