Wealth Management Advisor – II

Fifth Third Bank

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

Posted 10/22/2026full-timeWalnut Creek • California • United StatesSeniorLead💰 $121,900 - $262,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in wealth management, client relationship building, and consultative sales strategies. Proficient in financial products, regulatory compliance, and delivering tailored client solutions.

Highest-signal resume keywords

Wealth PlanningClient Relationship ManagementSales Experience in Financial ServicesSeries 7 and Series 66 LicensesCFP, CFA, or CPWA Certification

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Wealth ManagementInvestment Products KnowledgeEstate PlanningAnalytical SkillsProblem-Solving Skills

Soft Skills

Interpersonal SkillsNegotiation SkillsVerbal CommunicationWritten CommunicationPresentation Skills

Tools & Technologies

CRM SystemsMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseLife Insurance LicenseVariable Annuity LicenseS.A.F.E. Act Registration

Industry Keywords

Private BankingClient OnboardingAUMBrokerageLoansDepositsInsuranceRisk ManagementTrust ServicesFinancial Services Industry

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
Develop and prospect internal and external centers of influence to build a pipeline of new client opportunities
Identify opportunities involving AUM, brokerage, loans, deposits, insurance, estate planning, and wealth planning
Expand and deepen new and existing client 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 third-party advisors
Resolve client problems as the primary contact
Provide information on investment products, trading strategies, and market dynamics
Organize and execute annual client reviews and quarterly updates
Manage client relationship profitability and CRM records
Lead the 90-day client onboarding process
Implement recommendations delivered to clients
Partner with internal and external service providers
Network through professional and community organizations
Champion Bancorp vision and core values

Requirements

What you’ll need

Bachelor's degree or equivalent work experience required
Business Administration, Finance, or Economics preferred
Series 7 and Series 66, or Series 63 and 65, 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 of 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 required at employment through the Nationwide Mortgage Licensing System (NMLS)

Benefits

Comp & perks

Comprehensive benefits supporting physical, financial, emotional and social well-being
Incentive compensation plan based on company, line of business and/or individual performance
Differentiated compensation offerings
Employee and family benefits programs