Private Banking Wealth Advisor II

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

Job summary

Fifth Third Bank in Oak Brook, Illinois seeks a Wealth Management Advisor-II to coordinate private banking services and help clients articulate and achieve wealth goals. You will lead a team of specialists in wealth planning, investments, and risk management while maintaining exceptional client experience and regulatory compliance.

As the primary contact, you will drive client onboarding, reviews, and ongoing relationship development, leveraging cross-functional expertise to deliver integrated

Qualifications

• Bachelor's degree or equivalent work experience required.
• Business Administration, Finance, or Economics is preferred.
• CFP, CFA, or CPWA industry certification is preferred and will be required within 24–36 months of start date to align with Private Bank practice management requirements.
• The professional designations of JD and/or CPA will also be accepted for this industry certification requirement.
• Appropriate state life and health insurance licenses are required in accordance with licensing guidelines.
• Minimum of eight (8) years of successful sales/client service experience in financial services.
• Stays abreast of regulatory and governmental changes that impact clients.
• Demonstrates strong interpersonal negotiation, verbal and written communication, and presentation skills.
• Proficiency in Word, Excel and PowerPoint; CRM or related systems.

Responsibilities

• Develops and prospects internal and external centers of influence to build a pipeline of new client opportunities.
• Effectively utilizes Life360 Discovery process to profile clients and identify needs.
• Acts as Core Team Member to identify opportunities and expand household relationships.
• Collaborates with a team of specialists to deliver wealth planning, investments, private banking, and risk management.
• Leads client onboarding, reviews, and ongoing relationship management to ensure profitability and service standards.

Skills

Sales experience

Client relationship management

Communication skills

Financial services knowledge

CRM software

Education

Bachelor's degree or equivalent

CFP/CFA/CPWA preferred

JD/CPA accepted

Tools

CRM software

Microsoft Office

Job description

Fifth Third Bank in Oak Brook, Illinois seeks a Wealth Management Advisor-II to coordinate private banking services and help clients articulate and achieve wealth goals. You will lead a team of specialists in wealth planning, investments, and risk management while maintaining exceptional client experience and regulatory compliance.

As the primary contact, you will drive client onboarding, reviews, and ongoing relationship development, leveraging cross-functional expertise to deliver integrated