Fifth Third Bancorp

1 week ago

Wealth Management Advisor II

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 17 hours agoStatus: Live

Job Summary

Serve as a trusted advisor for Private Bank clients, coordinating specialists to deliver wealth planning, investments, private banking, risk management, and trust services. Drive new client opportunities through prospecting and a structured discovery process, provide consultative advice, and manage client service standards. Lead onboarding, manage client reviews and profitability, coordinate third-party advisors, resolve issues, and keep CRM records current while operating within the bank’s risk appetite.

Location: United States

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 a pipeline of new client opportunities.
•Use Life360 Discovery to profile clients, identify needs, and support growth across AUM, loans, deposits, estate planning, and wealth planning.
•Deliver Private Bank client experience standards by coordinating specialists and using Life360 for advice-based solutions.
•Coordinate third-party advisors to align recommendations with client goals, resolve client issues, and lead the 90-day client onboarding process.
•Ensure client reviews and updates are executed, maintain CRM records, and drive continuous improvement to deepen relationships.

Key Requirements

•Bachelor’s degree or equivalent work experience; Business Administration, Finance, or Economics preferred.
•CFP, CFA, or CPWA certification preferred; required within 24 months (36 months for CFA). JD and/or CPA accepted.
•Appropriate state life and Health insurance licenses required per licensing guidelines.
•Minimum of eight (8) years of successful sales/client service experience in the financial services industry.
•Ability to use Word, Excel, PowerPoint, and CRM (or related systems); also requires S.A.F.E. Act registration via NMLS at employment.

Experience:8+ yearsFinancial servicesPrivate bankingWealth management

Education:Bachelor's

Skills:Interpersonal negotiationVerbal communicationWritten communicationPresentation skillsProblem solving

Licenses:State life insurance licenseState health insurance licenseS.A.F.E. Act registration (NMLS)

Certifications:CFPCFACPWA

Tech Stack:Life360CRMWordExcelPowerPointNMLSNationwide Mortgage Licensing System

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

Glassdoor: 3.7

Website LinkedIn Glassdoor

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Fifth Third Bancorp

1 week ago

Wealth Management Advisor II

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 17 hours agoStatus: Live

Job Summary

Location: United States

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 a pipeline of new client opportunities.
•Use Life360 Discovery to profile clients, identify needs, and support growth across AUM, loans, deposits, estate planning, and wealth planning.
•Deliver Private Bank client experience standards by coordinating specialists and using Life360 for advice-based solutions.
•Coordinate third-party advisors to align recommendations with client goals, resolve client issues, and lead the 90-day client onboarding process.
•Ensure client reviews and updates are executed, maintain CRM records, and drive continuous improvement to deepen relationships.

Key Requirements

•Bachelor’s degree or equivalent work experience; Business Administration, Finance, or Economics preferred.
•CFP, CFA, or CPWA certification preferred; required within 24 months (36 months for CFA). JD and/or CPA accepted.
•Appropriate state life and Health insurance licenses required per licensing guidelines.
•Minimum of eight (8) years of successful sales/client service experience in the financial services industry.
•Ability to use Word, Excel, PowerPoint, and CRM (or related systems); also requires S.A.F.E. Act registration via NMLS at employment.

Experience:8+ yearsFinancial servicesPrivate bankingWealth management

Education:Bachelor's

Skills:Interpersonal negotiationVerbal communicationWritten communicationPresentation skillsProblem solving

Licenses:State life insurance licenseState health insurance licenseS.A.F.E. Act registration (NMLS)

Certifications:CFPCFACPWA

Tech Stack:Life360CRMWordExcelPowerPointNMLSNationwide Mortgage Licensing System

Company Brief

Fifth Third Bancorp

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

Glassdoor: 3.7

Website LinkedIn Glassdoor