Wealth Mangement Advisor I

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: SalesEducation: bachelorsSkills: ["Interpersonal communication","Negotiation","Presentation","Problem-solving","Analytical thinking"]

Serve as a trusted advisor and core team coordinator for Private Bank clients, using consultative advice to help articulate and achieve wealth goals. Develop referral and prospecting pipelines, profile clients via Life360 Discovery, and manage execution of client service standards to grow and retain relationships. Coordinate with internal specialists and third-party advisors, lead onboarding and client reviews, maintain CRM records, and implement recommendations while ensuring risk management and compliance.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Wealth Mangement Advisor I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 23 hours agoStatus: Live

Job Summary

Serve as a trusted advisor and core team coordinator for Private Bank clients, using consultative advice to help articulate and achieve wealth goals. Develop referral and prospecting pipelines, profile clients via Life360 Discovery, and manage execution of client service standards to grow and retain relationships. Coordinate with internal specialists and third-party advisors, lead onboarding and client reviews, maintain CRM records, and implement recommendations while ensuring risk management and compliance.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Develop and prospect centers of influence to build and cultivate a pipeline of new client opportunities.
  • •Profile clients using Life360 Discovery to identify needs and drive AUM, loans, deposits, estate planning, and wealth planning outcomes.
  • •Act as a core team member for One Bank opportunities and continuously monitor client needs to expand and deepen household relationships.
  • •Deliver consultative, advice-driven sales and manage execution of Private Bank service standards to build and retain lasting client relationships.
  • •Coordinate onboarding, annual/quarterly client reviews, implementation of recommendations, and timely CRM updates while resolving issues and managing overall relationship profitability.

Key Requirements

  • •Bachelor’s degree or equivalent work experience; Business Administration, Finance, or Economics preferred.
  • •5-7 years of successful sales/client service experience in the financial services industry.
  • •Industry certification (CFP, CFA, or CPWA) preferred and required within 24 months (36 months for CFA). JD and/or CPA accepted.
  • •Appropriate state life and health insurance licenses required per licensing guidelines.
  • •Ability to use Word, Excel, PowerPoint, and CRM or related systems; S.A.F.E. Act registration via NMLS required at employment.
Experience:Financial servicesPrivate banking
Education:Bachelor's
Skills:Interpersonal communicationNegotiationPresentationProblem-solvingAnalytical thinking
Licenses:State life insurance licenseState health insurance license
Certifications:CFPCFACPWA
Tech Stack:Life360CRMMicrosoft WordMicrosoft ExcelMicrosoft PowerPointExcelPowerPoint

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
Glassdoor: 3.7
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