Wealth Management Advisor- II

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeUSD 121,900 - 262,100 annuallyFunction: Customer Success & Account ManagementExperience: 8+ yearsEducation: bachelorsSkills: ["Consultative selling","Client service","Risk awareness","Negotiation","Problem solving"]

Serve as a trusted advisor and team coordinator for Private Bank clients, simplifying wealth complexity and helping them articulate and achieve wealth goals. Lead consultative, advice-driven client relationship development through prospecting and coordinated delivery of private banking, investments, risk management, and trust services. Own client experience standards, annual/quarterly client reviews, onboarding, CRM documentation, and coordination with internal specialists and third-party advisors to implement recommendations and drive relationship profitability.

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Fifth Third Bancorp
Fifth Third Bancorp
2 days ago

Wealth Management Advisor- II

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Serve as a trusted advisor and team coordinator for Private Bank clients, simplifying wealth complexity and helping them articulate and achieve wealth goals. Lead consultative, advice-driven client relationship development through prospecting and coordinated delivery of private banking, investments, risk management, and trust services. Own client experience standards, annual/quarterly client reviews, onboarding, CRM documentation, and coordination with internal specialists and third-party advisors to implement recommendations and drive relationship profitability.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Prospect and develop internal/external centers of influence to build a pipeline of new client opportunities.
  • •Profile clients using the Life360 Discovery process to identify needs and drive AUM, loans, deposits, estate planning, and wealth planning.
  • •Coordinate specialist teams and deliver Private Bank client experience standards using Life360 processes and advice-based solutions.
  • •Serve as primary point of contact, resolve client issues, coordinate with third-party advisors, and ensure implementation of recommendations.
  • •Drive ongoing client reviews (annual and quarterly updates), lead 90-day onboarding, maintain timely CRM records, and manage overall profitability of the client relationship.

Pay and Benefits

Salary: USD 121,900 - 262,100 annually

Key Requirements

  • •Bachelors degree or equivalent work experience; Business Administration, Finance, or Economics preferred.
  • •CFP, CFA, or CPWA preferred; required within 24 months (36 months for CFA) after start date; JD and/or CPA accepted.
  • •Appropriate state life and Health insurance licenses required per licensing guidelines.
  • •8+ years of successful sales/client service experience in the financial services industry.
  • •Proficiency with Word, Excel, PowerPoint, and CRM or related systems; must register for S.A.F.E. Act via NMLS at time of employment.
Experience:8+ yearsFinancial servicesPrivate bankingWealth management
Education:Bachelor's in Business Administration, Finance, or Economics
Skills:Consultative sellingClient serviceRisk awarenessNegotiationProblem solving
Licenses:Life insurance licenseHealth insurance license
Certifications:CFPCFACPWACPAS.A.F.E. Act
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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