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 complexity to help them articulate and achieve wealth goals. Prospect and develop centers of influence to grow new client opportunities, use Life360 Discovery to identify needs, and deliver consultative, advice-driven sales. Coordinate specialists and third-party advisors, lead onboarding and client reviews, manage profitability, and ensure CRM documentation, service standards, and risk management are consistently met.

Location: Nashville

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Prospect and build a pipeline by developing internal and external centers of influence and executing a personal business plan to achieve revenue goals.
•Use Life360 Discovery to profile clients, identify needs, and generate opportunities across AUM, loans, deposits, estate planning, and wealth planning.
•Coordinate and deliver Private Bank client experience standards by partnering with specialists and third-party advisors to align recommendations with client goals.
•Lead client onboarding and execute client reviews (e.g., annual reviews and quarterly updates), using Life360 to challenge and collaborate on achieving goals.
•Manage relationship profitability, resolve client problems, maintain timely CRM records, implement client recommendations, and operate within the bank’s risk appetite.

Key Requirements

•Bachelor’s degree or equivalent work experience, with Business Administration, Finance, or Economics preferred.
•8+ years of successful sales/client service experience in the financial services industry.
•Preferred CFP, CFA, or CPWA (or JD/CPA accepted) with requirements to be completed within 24 months (36 months for CFA).
•Appropriate state life and health insurance licenses required, and S.A.F.E. Act registration via NMLS at time of employment.
•Strong interpersonal, negotiation, verbal/written communication, and presentation skills, plus problem-solving and analytical ability.

Experience:Financial services

Skills:Consultative sellingClient serviceRisk managementCommunicationProblem-solving

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

Certifications:CFPCFACPWAJDCPA

Tech Stack:Life360CRMWordExcelPowerPointNMLS

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: Nashville

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Prospect and build a pipeline by developing internal and external centers of influence and executing a personal business plan to achieve revenue goals.
•Use Life360 Discovery to profile clients, identify needs, and generate opportunities across AUM, loans, deposits, estate planning, and wealth planning.
•Coordinate and deliver Private Bank client experience standards by partnering with specialists and third-party advisors to align recommendations with client goals.
•Lead client onboarding and execute client reviews (e.g., annual reviews and quarterly updates), using Life360 to challenge and collaborate on achieving goals.
•Manage relationship profitability, resolve client problems, maintain timely CRM records, implement client recommendations, and operate within the bank’s risk appetite.

Key Requirements

•Bachelor’s degree or equivalent work experience, with Business Administration, Finance, or Economics preferred.
•8+ years of successful sales/client service experience in the financial services industry.
•Preferred CFP, CFA, or CPWA (or JD/CPA accepted) with requirements to be completed within 24 months (36 months for CFA).
•Appropriate state life and health insurance licenses required, and S.A.F.E. Act registration via NMLS at time of employment.
•Strong interpersonal, negotiation, verbal/written communication, and presentation skills, plus problem-solving and analytical ability.

Experience:Financial services

Skills:Consultative sellingClient serviceRisk managementCommunicationProblem-solving

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

Certifications:CFPCFACPWAJDCPA

Tech Stack:Life360CRMWordExcelPowerPointNMLS

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