Senior Investment Advisor

Fifth Third Bank

Senior Investment Advisor responsible for growing assets under management through strong client relationships at Fifth Third Bank. Engages in business development and active client communications.

Posted 7/16/2026full-timeSan Francisco • California • 🇺🇸 United StatesSenior💰 $121,900 - $262,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive investment management experience with a strong focus on client service, business development, and achieving sales goals. Possesses advanced decision-making and relationship management skills to effectively engage clients and grow assets under management.

Highest-signal resume keywords

Investment Management ExperienceClient Retention ExperienceBusiness DevelopmentExcellent Communication SkillsAdvanced Decision-Making Abilities

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Investment AcumenSales Goals AchievementInvestment Policy Statements DevelopmentClient Goal SettingAUM Growth

Soft Skills

Interpersonal SkillsRelationship ManagementTeam-Based PerformanceIndividual Accountability

Certifications & Qualifications

BS/BA Degree

Industry Keywords

FinanceBusiness AdministrationEconomicsClient CommunicationsNetworking

About the role

Key responsibilities & impact

Provides exemplary client service as an investment expert
Grows AUM through business development
Engages in ongoing client communications
Sets client goals and develops Investment Policy Statements
Achieves annual sales goals by acquiring new households
Networks internally and externally for business growth

Requirements

What you’ll need

BS/BA required
Preferred Business Administration, Finance, or Economics
8+ years investment management experience
Excellent investment acumen
Significant sales and client retention experience
Experience in individual accountability and team-based performance
Excellent interpersonal and communication skills
Advanced decision-making abilities
Strong relationship management skills

Benefits

Comp & perks

Comprehensive benefits programs to support individual needs
Extensive wellness programs
Differentiated compensation offerings