Private Bank Wealth Advisor I – Client Growth

Fifth Third Bank; Tampa (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

Fifth Third Bank in Tampa, FL is seeking a Wealth Management Advisor I to serve as trusted advisor to Private Bank clients, coordinating with specialists to deliver wealth planning, investments, and private banking services. The role emphasizes building relationships, identifying client needs, delivering branded advice, and managing onboarding and ongoing reviews to ensure a superior client experience.

The position requires strong communication, analytical, and collaboration skills, with a focus

Qualifications

• Bachelor's degree or equivalent required; Finance/Business preferred.
• CFP/CFA/CPWA preferred and may be required within 24–36 months.
• 5–7 years sales/client service experience in financial services.
• State life/health licenses as required; NMLS/S.A.F.E. registration.

Responsibilities

• Develops and prospects centers of influence to build client opportunities.
• Profiles clients to identify needs for AUM, loans, deposits, planning.
• Collaborates with specialists to deliver wealth planning and private banking.
• Maintains client reviews and ensures adherence to service standards.
• Drives relationship profitability and coordinates with advisors.
• Ensures CRM data is updated and reports are accurate.

Skills

Sales experience

Interpersonal skills

Presentation skills

Analytical skills

Negotiation

CRM experience

Education

Bachelor's degree or equivalent

CFP/CFA/CPWA preferred

Tools

CRM systems

Word/Excel/PowerPoint

Job description

Fifth Third Bank in Tampa, FL is seeking a Wealth Management Advisor I to serve as trusted advisor to Private Bank clients, coordinating with specialists to deliver wealth planning, investments, and private banking services. The role emphasizes building relationships, identifying client needs, delivering branded advice, and managing onboarding and ongoing reviews to ensure a superior client experience.

The position requires strong communication, analytical, and collaboration skills, with a focus