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: 2 hours agoStatus: Live

Job Summary

Serve as a trusted advisor and team coordinator for Private Bank clients, simplifying complex decisions to help them articulate and achieve wealth goals. Prospect and develop new client opportunities, using consultative/advice-driven sales to drive AUM, loans, deposits, and planning outcomes. Lead client onboarding and reviews, coordinate with internal specialists and third-party advisors, maintain CRM records, and ensure client service standards and risk management are consistently met.

Location: Cincinnati

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Prospect and build pipeline by developing internal and external centers of influence to generate new client opportunities.
•Use Life360 Discovery to profile clients and identify needs that lead to AUM, loans, deposits, estate planning, and wealth planning.
•Coordinate a team of specialists to deliver Private Bank experience and client service standards, including asset allocation and risk management.
•Lead client onboarding and execute ongoing client reviews (annual and quarterly updates) using Life360 to align goals and recommendations.
•Maintain CRM records, resolve client problems in a timely manner, and coordinate with third-party advisors (e.g., attorney, accountant) to ensure recommendations are aligned with client goals.

Key Requirements

•Bachelor’s degree (or equivalent work experience); Business Administration, Finance, or Economics preferred.
•CFP, CFA, or CPWA preferred and required within 24 months (36 months for CFA); JD and/or CPA accepted for the certification requirement.
•Appropriate state life and Health insurance licenses required per licensing guidelines.
•8+ years of successful sales/client service experience in the financial services industry.
•Strong interpersonal negotiation, communication, presentation, problem-solving, and analytical skills; ability to use Word, Excel, PowerPoint, and CRM systems.

Experience:8+ yearsFinancial services

Education:Bachelor's in Business Administration, Finance, or Economics

Skills:NegotiationVerbal communicationWritten communicationPresentation skillsProblem-solving

Licenses:State life insurance licenseState health insurance license

Certifications:CFPCFACPWAJDCPA

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

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: 2 hours agoStatus: Live

Job Summary

Location: Cincinnati

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Prospect and build pipeline by developing internal and external centers of influence to generate new client opportunities.
•Use Life360 Discovery to profile clients and identify needs that lead to AUM, loans, deposits, estate planning, and wealth planning.
•Coordinate a team of specialists to deliver Private Bank experience and client service standards, including asset allocation and risk management.
•Lead client onboarding and execute ongoing client reviews (annual and quarterly updates) using Life360 to align goals and recommendations.
•Maintain CRM records, resolve client problems in a timely manner, and coordinate with third-party advisors (e.g., attorney, accountant) to ensure recommendations are aligned with client goals.

Key Requirements

•Bachelor’s degree (or equivalent work experience); Business Administration, Finance, or Economics preferred.
•CFP, CFA, or CPWA preferred and required within 24 months (36 months for CFA); JD and/or CPA accepted for the certification requirement.
•Appropriate state life and Health insurance licenses required per licensing guidelines.
•8+ years of successful sales/client service experience in the financial services industry.
•Strong interpersonal negotiation, communication, presentation, problem-solving, and analytical skills; ability to use Word, Excel, PowerPoint, and CRM systems.

Experience:8+ yearsFinancial services

Education:Bachelor's in Business Administration, Finance, or Economics

Skills:NegotiationVerbal communicationWritten communicationPresentation skillsProblem-solving

Licenses:State life insurance licenseState health insurance license

Certifications:CFPCFACPWAJDCPA

Tech Stack:Life360WordExcelPowerPointCRMNMLS

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