Private Bank Wealth Advisor II: Elevate Client Outcomes

Fifth Third Bank; Oak Brook (IL); On-site; USD 122,000 - 262,000; Full time

Job summary

Fifth Third Bank seeks a Wealth Management Advisor-II in Oak Brook, IL to lead client relationships and drive wealth solutions. You will work with a cross-functional team to profile clients, identify financial needs, and deliver tailored wealth planning, investments, and trust services.

The role requires extensive sales experience, strong communication, and the ability to coordinate with internal and external advisors to ensure superior client service and profitability.

Qualifications

• Bachelor's degree or equivalent; finance, business, or economics preferred.
• CFP, CFA, or CPWA preferred and must be obtained within 24–36 months of start date.
• State life and health insurance licenses required.
• Minimum eight years of sales/client service experience in financial services.
• Keep abreast of regulatory changes and collaborate with specialists.
• Strong written/spoken communication and presentation skills.
• Proficient with Word, Excel, PowerPoint; CRM knowledge.

Responsibilities

• Develops and advances a pipeline of client opportunities in Wealth Management.
• Profile clients and identify needs to drive AUM, loans, and wealth planning opportunities.
• Coordinate with internal specialists for comprehensive private banking solutions.
• Maintain high standards of client service; ensure timely CRM documentation.
• Lead onboarding and coordinate with COI and external advisors.

Skills

Interpersonal skills

Verbal communication

Written communication

Presentation skills

Problem solving

Analytical thinking

CRM experience

Microsoft Office (Word, Excel, PowerPt

Education

Bachelor's degree or equivalent

Finance/Economics preferred

Tools

Word

Excel

PowerPoint

CRM systems

Job description

Fifth Third Bank seeks a Wealth Management Advisor-II in Oak Brook, IL to lead client relationships and drive wealth solutions. You will work with a cross-functional team to profile clients, identify financial needs, and deliver tailored wealth planning, investments, and trust services.

The role requires extensive sales experience, strong communication, and the ability to coordinate with internal and external advisors to ensure superior client service and profitability.