Associate Wealth Manager Advisor

Make banking a Fifth Third betteru00ae We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Partners with Wealth Management Advisors for client relationships with more than $2MM in investable assets to help ensure the Private Bank experience is delivered. Collaborates with 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 client service standards including execution, delivery, and retention are achieved. Builds skills, knowledge, and expertise needed to advance to a Wealth Management Advisor I within 18 -24 months. 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, and ensures that actions 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: u00b7 Assists WMAs in activities that drive new revenue, acquire new households, deepen client relationship and enhances the Private Bank client experience. u00b7 Contributes to WMA goals in achieving quantitative and qualitative performance metrics including new HHs, AUM, fee sales with a consultative planning process u00b7 Builds and establishes internal/external centers of influence to prospect; ultimately sourcing/building a robust pipeline of clients and opportunities to acquire new HH and develop personal book of business. u00b7 Participates in One Bank activities to identify opportunities with new and existing bank customers. u00b7 Utilizes the Life360 process when working with team members and clients to deliver advice based solutions. u00b7 Assists WMAs who are primary contact for the resolution of client issues and concerns. u00b7 Helps monitor, execute and achieve service standards and metrics based on needs, segmentation, asset allocation, and risk management. u00b7 Participates in the coordination and collaboration with client third party advisors (e.g., attorney, accountant). u00b7 Expands knowledge of investment techniques and products, trading strategies and market dynamics. u00b7 Collaborates with the client to articulate and achieve their goals through consultative discovery /planning process. u00b7 Assists in managing profitability of client relationship. u00b7 Assists WMAs in ensuring timely recording of information in CRM regarding status and activities. u00b7 Helps drive client experience by identifying and executing on process improvements SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: u00b7 Bachelor's degree required; advanced degree preferred or significant related experience within private bank, and/or wealth management industry working with high net worth clients u00b7 Appropriate state life insurance license(s) preferred but not required. u00b7 Minimum of 3 years of successful sales/client service experience in the wealth management services industry u00b7 CFP, CPWA, CFA, or other industry certification in process or committed to achieving for advancement opportunities; JD or CPA fulfill industry certification for advancement opportunities u00b7 Proficient knowledge of financial services business, investment products, and financial solutions. u00b7 Exhibits a sense of urgency and a continual drive to results; Effective problem solving and analytical skills. u00b7 Demonstrates ability to effectively collaborate and function in a team-oriented environment. u00b7 Strong ability to develop, grow and manage internal and external relationships, Demonstrates ability to influence, persuade, and effectively interact with a dynamic leadership style. u00b7 Demonstrates strong interpersonal, verbal and written communication, and presentation skills. u00b7 Professional presence displayed within professional and community organizations. u00b7 S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). u00b7 Ability to use Microsoft Office software including: Word, Excel, and Power Point. WORKING CONDITIONS: u00b7 Normal office environment with little exposure to dust, noise, temperature and the like. u00b7 Extended viewing of CRT screen. Associate Wealth Manager Advisor At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our Careers page at: or by consulting with your talent acquisition partner. LOCATION -- Louisville, Kentucky 40202 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes u2013 no matter how they are submitted u2013 will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association 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.

Created: 2026-01-08