Wealth Management Advisor II

Fifth Third Bancorp
Cleveland
Full timeUSD 121,900 - 262,100 annuallyFunction: SalesExperience: 8+ yearsEducation: bachelorsSkills: ["Interpersonal negotiation","Communication","Presentation skills","Problem-solving","Analytical skills"]

Serve as a trusted advisor and team coordinator for Private Bank clients, helping them articulate and achieve wealth goals. Drive new client opportunities by developing centers of influence, profiling clients, and delivering consultative, advice-driven service that expands relationships across AUM, loans, deposits, estate planning, and wealth planning. Coordinate specialist teams, manage client reviews and onboarding, and ensure CRM documentation, profitability, and implementation of recommendations while operating within the bank’s risk appetite.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Wealth Management Advisor II

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Last checked: 23 hours agoStatus: Live

Job Summary

Serve as a trusted advisor and team coordinator for Private Bank clients, helping them articulate and achieve wealth goals. Drive new client opportunities by developing centers of influence, profiling clients, and delivering consultative, advice-driven service that expands relationships across AUM, loans, deposits, estate planning, and wealth planning. Coordinate specialist teams, manage client reviews and onboarding, and ensure CRM documentation, profitability, and implementation of recommendations while operating within the bank’s risk appetite.
Location: Cleveland
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, identify needs, and drive AUM, loans, deposits, estate planning, and wealth planning.
  • •Coordinate a customized team of specialists to deliver Private Bank service standards and solutions based on needs, segmentation, asset allocation, and risk management.
  • •Act as primary contact to resolve problems, coordinate client third-party advisors, manage client reviews, and lead 90-day onboarding.
  • •Maintain timely CRM documentation, manage overall client relationship profitability, and ensure recommendations are implemented while operating within risk appetite.

Pay and Benefits

Salary: USD 121,900 - 262,100 annually

Key Requirements

  • •Bachelor’s degree (or equivalent work experience), preferably in Business Administration, Finance, or Economics.
  • •8+ years of successful sales/client service experience in the financial services industry.
  • •Industry certification preferred (CFP, CFA, or CPWA) and required within 24 months (36 months for CFA). JD/CPA also accepted.
  • •Appropriate state life and Health insurance licenses required in accordance with licensing guidelines.
  • •Ability to use Word, Excel, PowerPoint, and CRM or related systems; must register with S.A.F.E. Act via NMLS at employment.
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 license
Certifications:CFPCFACPWAJDCPAS.A.F.E. Act registration
Tech Stack:WordExcelPowerPointCRMNMLS

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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