Private Bank Wealth Advisor: Grow Relationships & Planning

Fifth Third Bank; Louisville (KY); On-site; USD 90,000 - 150,000; Full time

Job summary

Fifth Third Bank in Louisville, KY seeks a Wealth Management Advisor to act as trusted advisor and team coordinator for Private Bank clients. You will collaborate with specialists to deliver wealth planning, investments, risk management and trust services while maintaining client service standards and rigorous risk management.

The role emphasizes building a robust client pipeline, advising on AUM growth, and coordinating with COIs and internal teams to meet client goals within Fifth Third Bank’s

Qualifications

• Bachelor's degree or equivalent work experience required; Business Administration, Finance, or Economics preferred.
• CFP, CFA, or CPWA industry certification preferred and to be required within 24–36 months of start date to align with Private Bank practice requirements.
• Minimum of 5–7 years of successful sales/client service experience in financial services.
• Appropriate state life and health insurance licenses required by licensing guidelines.

Responsibilities

• Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities.
• Profiles clients and issues using Life360 Discovery to identify needs driving AUM, loans, deposits, estate and wealth planning.
• Acts as Core Team Member for One Bank to identify opportunities with new and existing clients.
• Monitors client needs to expand and deepen household relationships.
• Delivers consultative, advice-driven service and maintains branded client service standards.

Skills

Sales experience

Relationship building

Communication skills

CRM experience

Financial services knowledge

Education

Bachelor's degree or equivalent

Finance/Economics preferred

CFP/CFA/CPWA certification planned within 24–36 months

Tools

Word

Excel

PowerPoint

CRM systems

Job description

Fifth Third Bank in Louisville, KY seeks a Wealth Management Advisor to act as trusted advisor and team coordinator for Private Bank clients. You will collaborate with specialists to deliver wealth planning, investments, risk management and trust services while maintaining client service standards and rigorous risk management.

The role emphasizes building a robust client pipeline, advising on AUM growth, and coordinating with COIs and internal teams to meet client goals within Fifth Third Bank’s