Fifth Third Bancorp

2 weeks 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: 4 hours agoStatus: Live

Job Summary

Serve as a trusted advisor for Private Bank clients, coordinating teams and simplifying complex wealth goals into actionable plans. Develop client opportunities through consultative, advice-driven sales to grow AUM, loans, deposits, and planning solutions. Lead onboarding, deliver ongoing client reviews, resolve issues, and collaborate with internal specialists and third-party advisors while managing risk and maintaining CRM records.

Location: Indianapolis

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Prospect and develop internal/external centers of influence to build pipeline of new client opportunities.
•Use Life360 Discovery to identify client needs and drive AUM, loans, deposits, estate planning, and wealth planning outcomes.
•Coordinate delivery of Private Bank experience standards with a customized team of specialists and ensure service standards/metrics are met.
•Resolve client problems timely and effectively as primary contact; provide market/trend information and guidance on investment products and strategies.
•Lead annual/quarterly client reviews, onboarding (90-day), record status/activities in CRM, and manage client relationship profitability while implementing recommendations.

Key Requirements

•Bachelor’s degree (or equivalent work experience); Business Administration, Finance, or Economics preferred.
•CFP, CFA, or CPWA certification preferred (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 interpersonal negotiation, communication, presentation, and problem-solving/analytical skills; ability to use Word, Excel, PowerPoint, and CRM/systems.

Experience:8+ yearsFinancial services

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

Skills:NegotiationCommunicationPresentationProblem-solvingAnalytical skills

Licenses:State life insurance licenseHealth insurance licenseS.A.F.E. Act registration (NMLS)

Certifications:CFPCFACPWACPA

Tech Stack:WordExcelPowerPointCRMLife360NMLSNationwide Mortgage Licensing System

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

2 weeks 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: 4 hours agoStatus: Live

Job Summary

Location: Indianapolis

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Prospect and develop internal/external centers of influence to build pipeline of new client opportunities.
•Use Life360 Discovery to identify client needs and drive AUM, loans, deposits, estate planning, and wealth planning outcomes.
•Coordinate delivery of Private Bank experience standards with a customized team of specialists and ensure service standards/metrics are met.
•Resolve client problems timely and effectively as primary contact; provide market/trend information and guidance on investment products and strategies.
•Lead annual/quarterly client reviews, onboarding (90-day), record status/activities in CRM, and manage client relationship profitability while implementing recommendations.

Key Requirements

•Bachelor’s degree (or equivalent work experience); Business Administration, Finance, or Economics preferred.
•CFP, CFA, or CPWA certification preferred (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 interpersonal negotiation, communication, presentation, and problem-solving/analytical skills; ability to use Word, Excel, PowerPoint, and CRM/systems.

Experience:8+ yearsFinancial services

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

Skills:NegotiationCommunicationPresentationProblem-solvingAnalytical skills

Licenses:State life insurance licenseHealth insurance licenseS.A.F.E. Act registration (NMLS)

Certifications:CFPCFACPWACPA

Tech Stack:WordExcelPowerPointCRMLife360NMLSNationwide Mortgage Licensing System

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