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: 23 hours agoStatus: Live

Job Summary

Serve as a trusted advisor for Private Bank clients, coordinating specialists to help clients define and achieve wealth goals. Prospect and develop client opportunities using Life360 Discovery, delivering consultative, advice-driven sales while meeting service standards and metrics. Coordinate onboarding, client reviews, and execution of recommendations, partnering with internal teams and third-party advisors to support investments, planning, risk management, and trust services.

Location: Columbus

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Prospect and develop new client opportunities through internal and external centers of influence, using Life360 Discovery to identify needs driving AUM, loans, deposits, estate planning, and wealth planning.
•Coordinate the consistent delivery of Private Bank client experience standards, using Life360 with team members and collaborating with a specialist team.
•Serve as primary point of contact to resolve client issues and provide information on investment trends, trading strategies, and market dynamics.
•Lead annual client reviews and quarterly updates, using Life360 to challenge and collaborate with clients to articulate and achieve goals; manage profitability of the relationship.
•Coordinate client onboarding (90-day process), ensure timely CRM documentation, implement recommendations, and coordinate with client third-party advisors (e.g., attorneys, accountants).

Key Requirements

•Bachelor’s degree or equivalent work experience; Business Administration, Finance, or Economics preferred.
•CFP, CFA, or CPWA industry certification 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.
•Minimum of 8 years of successful sales/client service experience in the financial services industry.
•Strong communication, negotiation, presentation, problem-solving, and analytical skills, including proficiency with Word, Excel, PowerPoint, and CRM systems.

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 licenseS.A.F.E. Act registration (NMLS)

Certifications:CFPCFACPWACPA

Tech Stack:Life360WordExcelPowerPointCRMNMLSNationwide Mortgage Licensing SystemMU4RS.A.F.E. Act

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: 23 hours agoStatus: Live

Job Summary

Location: Columbus

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Prospect and develop new client opportunities through internal and external centers of influence, using Life360 Discovery to identify needs driving AUM, loans, deposits, estate planning, and wealth planning.
•Coordinate the consistent delivery of Private Bank client experience standards, using Life360 with team members and collaborating with a specialist team.
•Serve as primary point of contact to resolve client issues and provide information on investment trends, trading strategies, and market dynamics.
•Lead annual client reviews and quarterly updates, using Life360 to challenge and collaborate with clients to articulate and achieve goals; manage profitability of the relationship.
•Coordinate client onboarding (90-day process), ensure timely CRM documentation, implement recommendations, and coordinate with client third-party advisors (e.g., attorneys, accountants).

Key Requirements

•Bachelor’s degree or equivalent work experience; Business Administration, Finance, or Economics preferred.
•CFP, CFA, or CPWA industry certification 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.
•Minimum of 8 years of successful sales/client service experience in the financial services industry.
•Strong communication, negotiation, presentation, problem-solving, and analytical skills, including proficiency with Word, Excel, PowerPoint, and CRM systems.

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 licenseS.A.F.E. Act registration (NMLS)

Certifications:CFPCFACPWACPA

Tech Stack:Life360WordExcelPowerPointCRMNMLSNationwide Mortgage Licensing SystemMU4RS.A.F.E. Act

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