Wealth Management Advisor

Fifth Third Bank

. Serve as trusted advisor and team coordinator for Private Bank clients .

Posted 10/6/2026full-timeUnited StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, wealth planning, and financial services sales, with a strong focus on consultative selling and problem-solving. Proficient in coordinating specialist teams and delivering tailored financial solutions to meet client needs.

Highest-signal resume keywords

Client Relationship ManagementWealth PlanningConsultative SalesSeries 7 LicenseSeries 66 License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Services SalesWealth ManagementInvestment Products KnowledgeAnalytical SkillsProblem-Solving Skills

Soft Skills

Interpersonal SkillsNegotiation SkillsVerbal CommunicationWritten CommunicationPresentation Skills

Tools & Technologies

CRM SystemsMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

CFPCFACPWAState Life Insurance LicenseVariable Annuity License

Industry Keywords

Private BankingWealth GoalsRisk ManagementEstate PlanningRegulatory Knowledge

About the role

Key responsibilities & impact

Serve as trusted advisor and team coordinator for Private Bank clients
Help clients articulate and achieve wealth goals
Build teams of specialists across wealth planning, investments, private banking, risk management, and trust services
Prospect internal and external centers of influence to build a pipeline of new client opportunities
Profile clients using the Life360 Discovery process and identify needs across investments, loans, deposits, insurance, estate planning, and wealth planning
Identify opportunities to expand and deepen client and household relationships
Execute consultative, advice-driven sales and personal business plans
Coordinate delivery of Private Bank experience and client service standards
Collaborate with customized specialist teams and clients’ third-party advisors
Resolve client problems as the primary contact
Provide information on investment products, trading strategies, and market dynamics
Organize and conduct annual client reviews and quarterly updates
Manage client relationship profitability and CRM records
Implement recommendations delivered to clients
Lead the 90-day client onboarding process
Collaborate with team members and internal and external service providers
Network internally and externally and participate in professional and community organizations
Champion Bancorp vision and core values

Requirements

What you’ll need

Bachelors degree or equivalent work experience required
Business Administration, Finance, or Economics preferred
Series 7 and Series 66 (or Series 63 and 65) licenses required
Appropriate state life insurance and variable annuity licenses required
CFP, CFA, or CPWA industry certification preferred and required within 24 months of start date (36 months for CFA)
Juris Doctorate (JD) and/or Certified Public Accountant (CPA) accepted for the industry certification requirement
Minimum 8 years of successful sales/client service experience in the financial services industry
Knowledge of regulatory and governmental changes affecting clients
Strong interpersonal negotiation, verbal and written communication, and presentation skills
Proficiency in branded presentations, materials and solutions
Effective problem-solving and analytical skills
Ability to use Word, Excel, PowerPoint, and CRM or related systems
S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) required at employment

Benefits

Comp & perks

Incentive compensation plan based on company, line of business and/or individual performance
Comprehensive benefits programs supporting physical, financial, emotional and social well-being
Differentiated compensation offerings
Employee recognition through Total Rewards
Equal employment opportunity culture