Wealth Management Advisor

Make banking a Fifth Third better®
Discover a career in banking at Fifth Third Bank.

Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals. Creates teams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and client service standards.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Banks risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities.
Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Brokerage, Loans, Deposits, Insurance, Estate Planning, and Wealth Planning.
Acts as the Core Team Member for One Bank to identify opportunities with new and existing bank customers. manages execution of client service standards to develop and retain lasting client relationships.
Develops and strategically executes personal business plan to achieve defined revenue and business objectives.
Institutes habits that ensure coordination of team in the consistent delivery of Private Bank experience standards.
Collaborates with a customized team of specialists to deliver high-quality client service.
Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management.
Identifies and refers opportunities providing for the utilization of advanced planning solutions.
Provides client with information regarding current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics.
Manages overall profitability of client relationship.
Ensures process information recorded timely in CRM regarding status and activities.
Drives continuous improvement by looking for ways to deepen relationship with client through all areas of Private Bank and other appropriate Bancorp channels.
Acts as primary point of contact for COI within Bank.
Accountable for implementation of recommendations delivered to client.
Addresses developmental needs and knowledge gaps as requested by manager and the Private Bank.
Champions the Bancorp Vision and Core Values through personal actions and leadership influence to promote high-performing work groups.
Experienced operating in an environment that stresses both individual accountability and team-based performance.
Exhibits a sense of urgency and a continual drive to results coupled with an ability to partner effectively with management at all organizational levels.
Supports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results.
Actively participates within professional and community organizations.
Actively networks and effectively builds relationships internally and externally of the Bank.
Bachelors degree or equivalent work experience required. Business Administration, Finance, or Economics is preferred.
Series 7, 66 (or 63 and 65) and appropriate state life insurance and variable annuity licenses are required in accordance with licensing guidelines.
CFP, CFA, or CPWA industry certification is preferred and will be required within 24 months (36 months for CFA) of start date to align with 5/3 Private Bank practice management requirements. Minimum of 8 years of successful sales/client service experience in financial services industry.
Stays abreast and informed of regulatory and governmental changes that impact clients. Demonstrated proficiency in delivery of branded presentations, materials and solutions.
Computer / Technical: Ability to use software including: Word, Excel and PowerPoint, CRM or related systems.
Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.Normal office environment with little exposure to dust, noise, temperature and the like.
Wealth Management Advisor IITotal Base Pay Range 121,900.00 - 262,100.00 USD Annual

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. com Careers page at:

or by consulting with your talent acquisition partner.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.