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: 5 hours agoStatus: Live

Job Summary

Serve as a trusted advisor for Private Bank clients, coordinating a specialist team to help clients articulate and achieve wealth goals. Develop and prospect centers of influence to build a pipeline and expand relationships, using Life360 Discovery to surface needs and drive outcomes across AUM, loans, deposits, and planning. Deliver Private Bank client service standards, coordinate advanced planning and third-party advisors, lead onboarding, manage CRM documentation, and ensure risk and profitability for the relationship.

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 and identify needs that drive AUM, loans, deposits, estate planning, and wealth planning.
•Coordinate delivery of Private Bank client service standards with a team of specialists, ensuring service metrics and asset allocation/risk management needs are met.
•Coordinate third-party advisors and manage implementation of recommendations delivered to clients.
•Lead the 90-day client onboarding process and maintain timely CRM documentation of status and activities.

Pay and Benefits

Salary: USD 121,900 - 262,100 annually

Key Requirements

•Bachelor’s degree or equivalent work experience; Business Administration, Finance, or Economics preferred.
•8+ years of successful sales/client service experience in the financial services industry.
•CFP, CFA, or CPWA preferred (required within 24 months; 36 months for CFA); JD and/or CPA also accepted.
•Appropriate state life and health insurance licenses required per licensing guidelines.
•SAFE Act registration through NMLS at the time of employment; strong communication, negotiation, and problem-solving skills.

Experience:8+ yearsFinancial services

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

Skills:Interpersonal negotiationCommunicationPresentation skillsProblem-solvingAnalytical skills

Licenses:State life insurance licenseState health insurance licenseSAFE Act registration (NMLS)

Certifications:CFPCFACPWACPA

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: 5 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 and identify needs that drive AUM, loans, deposits, estate planning, and wealth planning.
•Coordinate delivery of Private Bank client service standards with a team of specialists, ensuring service metrics and asset allocation/risk management needs are met.
•Coordinate third-party advisors and manage implementation of recommendations delivered to clients.
•Lead the 90-day client onboarding process and maintain timely CRM documentation of status and activities.

Pay and Benefits

Salary: USD 121,900 - 262,100 annually

Key Requirements

•Bachelor’s degree or equivalent work experience; Business Administration, Finance, or Economics preferred.
•8+ years of successful sales/client service experience in the financial services industry.
•CFP, CFA, or CPWA preferred (required within 24 months; 36 months for CFA); JD and/or CPA also accepted.
•Appropriate state life and health insurance licenses required per licensing guidelines.
•SAFE Act registration through NMLS at the time of employment; strong communication, negotiation, and problem-solving skills.

Experience:8+ yearsFinancial services

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

Skills:Interpersonal negotiationCommunicationPresentation skillsProblem-solvingAnalytical skills

Licenses:State life insurance licenseState health insurance licenseSAFE Act registration (NMLS)

Certifications:CFPCFACPWACPA

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