Private Bank Wealth Advisor I

Fifth Third; Akron (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

Fifth Third Bank in Akron, OH seeks a Wealth Management Advisor I to coordinate a private client team delivering wealth planning, investments and trust services. You will profile client needs, develop opportunities, and ensure high service standards while navigating regulatory requirements.

The role emphasizes building deep client relationships, coordinating specialists, and driving growth within the Private Bank, with base compensation reflecting market norms and eligibility for incentive plans.

Qualifications

• Bachelor’s degree or equivalent work experience is required.
• Finance or Economics degree preferred.
• CFP, CFA, or CPWA certification preferred and will be required within 24–36 months of start date.
• The JD and/or CPA certifications are also accepted for the industry certification requirement.
• Minimum of 5–7 years of successful sales/client service experience in financial services.

Responsibilities

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

Skills

Client relationship management

Interpersonal negotiation

Communication skills

Presentation skills

CRM proficiency

Microsoft Office (Word Excel PowerLink

Education

Bachelor's degree or equivalent work experience

Finance or Economics degree preferred

CFP/CFA/CPWA certification preferred (required within 24–36 months)

JD or CPA accepted for certification requirement

Tools

CRM systems

Life360 Discovery process

Job description

Fifth Third Bank in Akron, OH seeks a Wealth Management Advisor I to coordinate a private client team delivering wealth planning, investments and trust services. You will profile client needs, develop opportunities, and ensure high service standards while navigating regulatory requirements.

The role emphasizes building deep client relationships, coordinating specialists, and driving growth within the Private Bank, with base compensation reflecting market norms and eligibility for incentive plans.