Jobs
>
Grand Rapids

    Associate Wealth Management Advisor - Grand Rapids, United States - Fifth Third

    Fifth Third
    Fifth Third Grand Rapids, United States

    4 weeks ago

    Default job background
    Description

    Make banking a Fifth Third better

    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 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 DUTIESAND RESPONSIBILITIES:

    Assists WMAs in activities that drive new revenue, acquire new households, deepen client relationship and enhances the Private Bank client experience.

    Contributes to WMA goals in achieving quantitative and qualitative performance metrics including new HHs, AUM, fee sales with a consultative planning process

    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.

    Participates in One Bank activities to identify opportunities with new and existing bank customers.

    Utilizes the Life360 process when working with team members and clients to deliver advice based solutions.

    Assists WMAs who are primary contact for the resolution of client issues and concerns.

    Helps monitor, execute and achieve service standards and metrics based on needs, segmentation, asset allocation, and risk management.

    Participates in the coordination and collaboration with client third party advisors (e.g., attorney, accountant).

    Expands knowledge of investment techniques and products, trading strategies and market dynamics.

    Collaborates with the client to articulate and achieve their goals through consultative discovery /planning process.

    Assists in managing profitability of client relationship.

    Assists WMAs in ensuring timely recording of information in CRM regarding status and activities.

    Helps drive client experience by identifying and executing on process improvements

    SUPERVISORY RESPONSIBILITIES:

    None.

    MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

    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

    Must possess or achieve appropriate state life insurance and variable annuity licenses as required in accordance with licensing guidelines

    Minimum of 3 years of successful sales/client service experience in the wealth management services industry

    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

    Proficient knowledge of financial services business, investment products, and financial solutions.

    Exhibits a sense of urgency and a continual drive to results; Effective problem solving and analytical skills.

    Demonstrates ability to effectively collaborate and function in a team-oriented environment.

    Strong ability to develop, grow and manage internal and external relationships, Demonstrates ability to influence, persuade, and effectively interact with a dynamic leadership style.

    Demonstrates strong interpersonal, verbal and written communication, and presentation skills.

    Professional presence displayed within professional and community organizations.

    S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

    Ability to use Microsoft Office software including: Word, Excel, and Power Point.

    WORKING CONDITIONS:

    Normal office environment with little exposure to dust, noise, temperature and the like.

    Extended viewing of CRT screen.

    #LI-LB1

    Associate Wealth Management Advisor LOCATION -- Grand Rapids, Michigan 49503

    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.

  • Fifth Third

    Associate Wealth Management Advisor

    1 week ago

    Fifth Third Grand Rapids, United States

    Make banking a Fifth Third better · 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 i ...

  • Fifth Third Bank, N.A.

    Associate Wealth Management Advisor

    1 week ago

    Fifth Third Bank, N.A. Grand Rapids, United States

    Make banking a Fifth Third better · 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 i ...

  • Fifth Third

    Associate Wealth Management Advisor

    3 weeks ago

    Fifth Third Grand Rapids, United States

    Partners with Wealth Management Advisors for client relationships with more than $2 MM in investable assets to help ensure the Private Bank experience is delivered. Collaborates with team of specialists to consistently deliver high-quality customer s Management, Wealth, Advisor, ...

  • Fifth Third

    Associate Wealth Management Advisor

    3 weeks ago

    Fifth Third Grand Rapids, United States

    Make banking a Fifth Third better · 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 ...

  • Drake & Associates, LLC

    Lead Financial Advisor

    8 hours ago

    Drake & Associates, LLC Grand Rapids, United States

    Lead Financial Advisor · Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing ...

  • Farrington Court Retirement Community

    Sales and Marketing Director

    3 weeks ago

    Farrington Court Retirement Community Kent, United States Full time

    Family Advisor · We are seeking an experienced sales professional with a proven track record of success to take the helm of our sales and marketing efforts our beautiful and well established senior living community in Kent, WA. Come join a team of dynamic, dedicated, and caring p ...

  • Stifel

    Client Relationship Manager

    2 weeks ago

    Stifel Grand Rapids, United States Full time

    Summary · The Client Relationship Manager acts as a key point of contact and coordination between institutional retirement plan clients for PearlStreet Investment Management, in matters pertaining to the daily administration and fiduciary management of our client plans. The Clie ...

  • Fox Ford Mazda

    Medium-Duty Service Technician

    2 weeks ago

    Fox Ford Mazda Kentwood, United States

    Fox Motors has a Medium-Duty Truck Service Technician opening in Grand Rapids, MI at Fox Ford. · You would contribute to our overall vision, "Working together moving people throughout life," by developing and maintaining trust with our customers that will build long-term relation ...

  • Principal Financial Group, Inc.

    Relationship Manager

    1 week ago

    Principal Financial Group, Inc. Grand Rapids, United States Full time

    What You'll Do · As a Relationship Manager within our Customer Care area, you will play a pivotal role in developing and nurturing deep relationships with advisors, plan sponsors, and third-party administrators operating within our 10M - 200M market segment in our Grand Rapids, M ...

  • Toyota of Grand Rapids

    Certified Technician

    3 weeks ago

    Toyota of Grand Rapids Grand Rapids, United States

    MAKE UP TO $45 AN HOURMAKE UP TO $7,500 IN A SIGN ON BONUS. WE WILL EVEN PAY FOR YOUR RELOCATION.Toyota of Grand Rapids is an all-new dealership. We have new, state-of-the-art facilities. We have new leadership and management. We have new opportunities for youWe offer the highest ...

  • TIAA

    Director, Wealth Management Coach

    3 weeks ago

    TIAA Grand Rapids, United States Full time

    Wealth Management Coach · The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial spectrum aligned with their clients' long-term interests. This job requires an ...

  • Brickley Delong PLC

    Tax Manager

    3 weeks ago

    Brickley Delong PLC Grand Rapids, United States

    Job description · Brickley DeLong is a full-service, West-Michigan based, public accounting and business consulting firm with offices in Muskegon, Grand Haven, Grand Rapids, and Hart. We are currently seeking a Tax Manager to join our growing team · The Tax Manager position can ...

  • ACRISURE

    Associate Manager, Accounting Operations

    1 day ago

    ACRISURE Grand Rapids, United States Full time

    About the Acrisure Platform: · Acrisure's Platform began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their door ...

  • BDO

    Experienced Manager, Business Incentives Group

    2 weeks ago

    BDO Grand Rapids, United States Full time

    Job Summary: · An Business Incentives Group (BIG) Experienced Manager in BDO's Specialized Tax Services (STS) business is responsible for helping clients identify, document, and support tax positions related to this specialty's area of tax law upon examination and at appeals. In ...

  • ACRISURE

    Manager - Onboarding & Integrations - Transition Accounting

    3 days ago

    ACRISURE Grand Rapids, United States Full time

    About Acrisure · : Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real e ...

  • InsideHigherEd

    School of Business Financial Planning Faculty

    3 weeks ago

    InsideHigherEd Grand Rapids, United States Faculty Jobs ,

    The Calvin University School of Business (CUSB) invites applications for a full-time faculty member in financial planning (open rank, tenure-track or renewable-term) to join the school beginning in August 2024. · Requirements · The university seeks applicants with vibrant Christ ...

  • BDO

    Assurance Experienced Manager, Accounting Advisory

    3 weeks ago

    BDO Grand Rapids, United States Full time

    Job Summary: · The Assurance Experienced Manager, Accounting Advisory & Outsourcing manages the full-life cycle of all assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product review ...

  • tapwage

    Service Advisor

    6 days ago

    tapwage Grand Rapids, United States Full time

    Benefits/Perks · - Competitive Compensation · - Career Advancement · - Training and Development · - Comprehensive Benefits Package · - Employee Discounts · - Positive Work Environment · - Locally-Owned · - Cutting-Edge Tools and Equipment: · - Work-Life Balance · Job Summary · We ...

  • Drake & Associates Ltd

    Lead Financial Advisor

    3 weeks ago

    Drake & Associates Ltd Grand Rapids, United States

    Lead Financial Advisor · Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing ...

  • Drake & Associates Ltd

    Lead Financial Advisor

    6 days ago

    Drake & Associates Ltd Grand Rapids, United States

    Lead Financial Advisor · Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing ...