About this role
Wealth Management Advisor at Fifth Third. Location: Louisville or Lexington. Role: building pipeline, advising clients, coordinating teams Requirements: 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. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM Certifications: cfp, cfa, cpwa, jd, cpa, life and health insurance, nmls, safe act registration Commitment: Full Time Workplace: Onsite Languages: English