Fifth Third
Louisville or Lexington
Wealth Management Advisor
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Apply to Wealth Management Advisor at Fifth ThirdJob details
- Location
- Louisville or Lexington
- Work type
- Onsite
- Posted
- 2 weeks ago
- Apply on
- fifththird.wd5.myworkdayjobs.com
About this role
Bachelor's or equivalent, 5-7 years sales/client service experience in financial services, required state life and health insurance licenses, S.A.F.E. Act (NMLS) registration, CFP/CFA/CPWA preferred (required within 24–36 months), strong communication and sales skills, proficiency with Word/Excel/PowerPoint and CRM.
What you'll do at Fifth Third:
- building pipeline
- advising clients
- coordinating teams
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