Private Bank Wealth Advisor II: Client Growth & Strategy

Fifth Third Bank; Tampa (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Incentive compensation

Comprehensive benefits

Career development opportunities

Job summary

Fifth Third Bank in Tampa, Florida is seeking a Wealth Management Advisor II to serve as the trusted advisor and team coordinator for Private Bank clients. You will coordinate a specialized team to provide wealth planning, investments, private banking, risk management and fiduciary services, ensuring the Private Bank experience meets client expectations and service standards.

Strong advisory and relationship-building skills are required.

Qualifications

• Bachelor's degree or equivalent work experience; Business, Finance, or Economics preferred.
• Licensing: state life and health insurance licenses required.
• Eight years of sales/client service experience in financial services.
• CFP, CFA, or CPWA preferred and must be obtained within 24–36 months.
• S.A.F.E. Act registration required at employment.
• Strong client advisory, negotiation, and presentation skills.
• Proficient in Word, Excel, PowerPoint, and CRM systems.

Responsibilities

• Develops and prospects centers of influence to grow client opportunities.
• Profile clients to identify needs that lead to AUM, loans, and planning.
• Coordinate a private bank team to deliver wealth planning services.
• Ensure service standards and client reviews are conducted.
• Maintain CRM records and monitor risk and compliance.
• Lead onboarding of new clients and coordinate with advisors.
• Collaborate with COI and external advisors to align recommendations.

Skills

Verbal & written communication

Sales experience

Interpersonal skills

Negotiation

Analytical thinking

Team collaboration

Client service

Education

Bachelor's degree or equivalent

CFP

CFA

CPWA

Juris Doctorate (JD) or CPA acceptable

Tools

CRM software

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Fifth Third Bank in Tampa, Florida is seeking a Wealth Management Advisor II to serve as the trusted advisor and team coordinator for Private Bank clients. You will coordinate a specialized team to provide wealth planning, investments, private banking, risk management and fiduciary services, ensuring the Private Bank experience meets client expectations and service standards.

Strong advisory and relationship-building skills are required.