Wealth Management Advisor- II

Fifth Third Bancorp
San Antonio
Workplace: OnsiteFull timeFunction: SalesExperience: 8+ yearsEducation: bachelorsSkills: ["Interpersonal negotiation","Communication","Presentation","Problem solving","Relationship building"]

Serve as a trusted advisor for Private Bank clients, coordinating specialists to help articulate and achieve wealth goals across wealth planning, investments, risk management, and trust services. Build and prospect centers of influence to grow AUM, loans, deposits, and estate planning opportunities. Own client service standards through Life360-based discovery, coordinate third-party advisors, run onboarding and annual/quarterly client reviews, and maintain timely CRM records while operating within the bank’s risk appetite.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Wealth Management Advisor- II

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Last checked: 5 hours agoStatus: Live

Job Summary

Serve as a trusted advisor for Private Bank clients, coordinating specialists to help articulate and achieve wealth goals across wealth planning, investments, risk management, and trust services. Build and prospect centers of influence to grow AUM, loans, deposits, and estate planning opportunities. Own client service standards through Life360-based discovery, coordinate third-party advisors, run onboarding and annual/quarterly client reviews, and maintain timely CRM records while operating within the bank’s risk appetite.
Location: San Antonio
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Develop and prospect internal and external centers of influence to build pipeline for new client opportunities.
  • •Use Life360 Discovery to profile client needs and drive AUM, loans, deposits, estate planning, and wealth planning outcomes.
  • •Coordinate delivery of Private Bank experience standards with a customized specialist team and resolve client issues as primary contact.
  • •Lead client onboarding (90-day process) and ensure annual/quarterly client reviews and updates align with service standards.
  • •Maintain CRM records for client status and activities, track profitability, and implement delivered recommendations while operating within the bank’s risk appetite.

Key Requirements

  • •Bachelor’s degree or equivalent work experience; Business Administration, Finance, or Economics preferred.
  • •8+ years of successful sales/client service experience in the financial services industry.
  • •CFP, CFA, or CPWA preferred; must be obtained within 24 months (36 months for CFA) of start date.
  • •Appropriate state life and health insurance licenses required per licensing guidelines.
  • •Proficiency using software including Word, Excel, PowerPoint, and CRM (or related systems), plus strong communication and problem-solving skills.
Experience:8+ yearsFinancial services
Education:Bachelor's in Business Administration, Finance, or Economics
Skills:Interpersonal negotiationCommunicationPresentationProblem solvingRelationship building
Licenses:State life insurance licenseState health insurance license
Certifications:CFPCFACPWA
Tech Stack:Life360WordExcelPowerPointCRMNMLS

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
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