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Wealth Management Advisor- II @ Fifththird

Oak Brook, Illinois, USOnsiteFull Time
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About this role

Wealth Management Advisor- II at Fifththird. Location: Oak Brook, Illinois, United States. Role: advising clients, managing relationships, developing pipeline Requirements: Bachelor's or equivalent required, 8+ years financial services sales/client experience, industry certification (CFP/CFA/CPWA) required within timeframe, S.A.F.E. Act (NMLS) registration and state life/health insurance licenses, strong communication and sales skills. Category: Finance Seniority: Senior Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM Certifications: cfp, cfa, cpwa, nmls, state life and health insurance Commitment: Full Time Workplace: Onsite Languages: English

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