Wealth Management Advisor II

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: SalesExperience: 8+ yearsEducation: bachelorsSkills: ["Interpersonal negotiation","Verbal communication","Written communication","Presentation skills","Problem solving"]

Serve as a trusted advisor and coordinator for Private Bank clients, helping them articulate and achieve wealth goals. Build and prospect centers of influence to grow new client opportunities and deepen household relationships using a Life360 Discovery process. Partner with a customized specialist team to deliver Private Bank service standards, conduct client reviews and onboarding, manage CRM updates, and ensure risk-aware delivery of recommendations.

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Fifth Third Bancorp
Fifth Third Bancorp
11 hours 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: 11 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Serve as a trusted advisor and coordinator for Private Bank clients, helping them articulate and achieve wealth goals. Build and prospect centers of influence to grow new client opportunities and deepen household relationships using a Life360 Discovery process. Partner with a customized specialist team to deliver Private Bank service standards, conduct client reviews and onboarding, manage CRM updates, and ensure risk-aware delivery of recommendations.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Develop and prospect internal/external centers of influence to build and cultivate a pipeline of new client opportunities.
  • •Use Life360 Discovery to profile clients and identify needs that drive AUM, loans, deposits, estate planning, and wealth planning.
  • •Coordinate and deliver Private Bank experience standards with a customized team of specialists and internal/external service providers.
  • •Lead and manage client reviews and the 90-day client onboarding process while ensuring implementation of recommendations.
  • •Maintain timely CRM recording of status and activities, manage relationship profitability, and follow risk management policies and procedures.

Key Requirements

  • •Bachelors degree or equivalent work experience (Business Administration, Finance, or Economics preferred).
  • •Minimum eight (8) years of successful sales/client service experience in the financial services industry.
  • •CFP, CFA, or CPWA industry certification preferred and will be required within 24 months (36 months for CFA).
  • •Appropriate state life and health insurance licenses required per licensing guidelines.
  • •Successful S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS).
Experience:8+ yearsFinancial services
Education:Bachelor's in Business Administration, Finance, or Economics
Skills:Interpersonal negotiationVerbal communicationWritten communicationPresentation skillsProblem solving
Licenses:State life insurance licenseState health insurance license
Certifications:CFPCFACPWA
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
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