Private Wealth Advisor: Grow Client Portfolios & Planning

Fifth Third Bank; Lexington (KY); On-site; USD 90,000 - 150,000; Full time

Job summary

Fifth Third Bank is hiring a Wealth Management Advisor in Louisville, KY to serve Private Bank clients with tailored advisory services and coordinated access to a team of specialists. You will drive relationships, profile client needs, and execute wealth planning strategies.

The role requires strong sales and service experience, licenses as required by state regulations, and proficiency with CRM and MS Office.

Qualifications

• Bachelor's degree or equivalent work experience; finance-related preferred.
• 5–7 years of successful sales/client service experience in financial services.
• State life and health insurance licenses required per licensing guidelines.
• Knowledge of regulatory requirements and ability to collaborate with specialists.
• Proficiency in MS Office and CRM or related systems; strong communication skills.

Responsibilities

• Develops and prospects internal and external centers of influence to build a pipeline of new client opportunities.
• Profiles clients using Life360 Discovery to identify needs for AUM, loans, deposits, and wealth planning.
• Leads cross-functional collaboration as the Core Team Member for One Bank to serve clients.
• Delivers consultative advice, ensures service standards, and expands household relationships.
• Creates and executes personal business plans to achieve revenue objectives.
• Coordinates with advisors to deliver comprehensive wealth management solutions.

Skills

Client relationship management

Sales experience

Communication skills

CRM proficiency

Financial planning

Regulatory knowledge

Education

Bachelor's degree in Business/Finance/Economics

CFP

CFA

CPWA

Juris Doctorate (JD)

CPA

Tools

Word

Excel

PowerPoint

CRM systems

Job description

Fifth Third Bank is hiring a Wealth Management Advisor in Louisville, KY to serve Private Bank clients with tailored advisory services and coordinated access to a team of specialists. You will drive relationships, profile client needs, and execute wealth planning strategies.

The role requires strong sales and service experience, licenses as required by state regulations, and proficiency with CRM and MS Office.