Wealth Management Advisor II

Fifth Third Bank • Grand Rapids, MI

1d • Onsite

About The Position

The Wealth Management Advisor II serves as a trusted advisor and team coordinator for Private Bank clients, helping them articulate and achieve wealth goals by coordinating specialists across wealth planning, investments, private banking, risk management, and trust services. The role ensures consistent delivery of the Private Bank experience and client service standards while managing risk in accordance with the Bank’s policies and risk appetite.

The advisor develops new client opportunities, identifies ways to deepen existing relationships, and manages client relationships and profitability. As the primary client contact, the advisor coordinates a customized team of specialists and third-party advisors, provides advice-driven solutions, conducts client reviews, resolves service issues, and oversees client onboarding. The role also maintains client information in CRM, keeps informed about investment products and market dynamics, and collaborates across the Bank to deliver client solutions.

The position is based in Grand Rapids, Michigan, in a normal office environment with little exposure to dust, noise, or temperature variations and extended viewing of a CRT screen. Compensation includes base salary and eligibility to participate in an incentive compensation plan. The company describes its benefits as supporting employees’ physical, financial, emotional, and social well-being.

Requirements

• Bachelor’s degree or equivalent work experience required.
• At least eight years of successful sales or client service experience in the financial services industry.
• Appropriate state life and health insurance licenses, in accordance with licensing guidelines.
• CFP, CFA, or CPWA industry certification is required within 24 months of the start date, or within 36 months for CFA, to align with Private Bank practice management requirements; JD and/or CPA designations are accepted for this requirement.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System is required at the time of employment.
• Strong interpersonal, negotiation, verbal and written communication, and presentation skills.
• Demonstrated proficiency in delivering branded presentations, materials, and solutions.
• Effective problem-solving and analytical skills.
• Ability to use Word, Excel, PowerPoint, and CRM or related systems.
• Stay informed about regulatory and governmental changes affecting clients and work with specialists to keep current on services and solutions.
• Ability to work effectively with individual accountability and team-based performance.
• Ability to partner with management at all organizational levels, build relationships based on added value, and collaborate with and influence management and peers.

Nice To Haves

• A degree in Business Administration, Finance, or Economics.
• CFP, CFA, or CPWA certification; JD and/or CPA are also accepted designations for the certification requirement.

Responsibilities

• Develop and prospect internal and external centers of influence to build a pipeline of new client opportunities.
• Use the Life360 Discovery process to profile clients and identify needs that may result in assets under management, loans, deposits, estate planning, or wealth planning opportunities.
• Serve as a Core Team Member for One Bank to identify opportunities with new and existing customers and deepen household relationships.
• Use consultative, advice-driven sales and manage execution of client service standards to develop and retain client relationships.
• Develop and execute a personal business plan to achieve revenue and business objectives.
• Coordinate the team’s consistent delivery of Private Bank experience standards and use the Life360 process to deliver advice-based solutions.
• Collaborate with specialists, third-party advisors, and internal and external service providers to provide high-quality service and align recommendations with client goals.
• Ensure service standards and metrics are met based on client needs, segmentation, asset allocation, and risk management.
• Identify and refer opportunities for advanced planning solutions.
• Resolve client problems in a timely and effective manner as the primary contact.
• Provide clients with information about current trends and maintain knowledge of investment products, trading strategies, and market dynamics.
• Organize, develop, and conduct client reviews, including annual reviews and quarterly updates, to assess and address client needs and goals.
• Manage the overall profitability of client relationships and record process information, status, and activities promptly in CRM.
• Look for opportunities to deepen client relationships across the Private Bank and other appropriate Bancorp channels.
• Act as the primary point of contact for centers of influence within the Bank.
• Oversee implementation of recommendations delivered to clients.
• Lead the 90-day client onboarding process.
• Coordinate with team members to align work and exchange information and resources in support of shared objectives.
• Address developmental needs and knowledge gaps as requested by the manager and Private Bank.
• Promote Bancorp vision and core values through personal actions and leadership influence.
• Participate in professional and community organizations and build relationships and networks internally and externally.
• Identify, assess, manage, monitor, and report risks while following Bank policies and procedures and supporting a positive customer experience.

Benefits

• Comprehensive benefits programs designed to support employees’ physical, financial, emotional, and social well-being.
• Eligibility to participate in an incentive compensation plan, with payments based on company, line-of-business, and/or individual performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level