Private Wealth Advisor I: Growth & Planning

Fifth Third Bank; Akron (OH); On-site; USD 85,000 - 110,000; Full time

Job summary

Fifth Third Bank is seeking a Wealth Management Advisor I in Akron, OH to serve as a trusted advisor and coordinate a team delivering wealth planning, investments, and private banking services to clients. The role emphasizes building pipelines, profiling client needs, and expanding household relationships.

The ideal candidate brings 5–7 years in financial services, required licenses, and strong communication skills to present branded solutions and manage client reviews within a team-driven

Qualifications

• Bachelor degree or equivalent required; Business Administration, Finance, or Economics preferred.
• CFP, CFA, or CPWA industry certification is preferred and will be required within 24 months (36 months for CFA) of start date to align with 5/3 Private Bank practice management requirements.
• Minimum of 5-7 years of successful sales/client service experience in financial services industry.
• Appropriate state life and Health insurance licenses are required.
• Strong interpersonal negotiation, verbal and written communication, and presentation skills.

Responsibilities

• Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities.
• Profiles clients using Life360 Discovery to identify needs and opportunities for AUM, Loans, Deposits, Estate Planning, and Wealth Planning.
• Collaborates with a team of specialists to deliver wealth planning and private banking services.
• Manages client relationships and ensures delivery of service standards across the Private Bank.
• Drives opportunities for revenue growth and coordinates with advisors to implement recommendations.

Skills

Interpersonal skills

Communication

Presentation skills

Problem solving

CRM software

Microsoft Office

Education

Bachelor's degree or equivalent

CFP/CFA/CPWA preferred

Tools

CRM

Word

Excel

PowerPoint

Job description

Fifth Third Bank is seeking a Wealth Management Advisor I in Akron, OH to serve as a trusted advisor and coordinate a team delivering wealth planning, investments, and private banking services to clients. The role emphasizes building pipelines, profiling client needs, and expanding household relationships.

The ideal candidate brings 5–7 years in financial services, required licenses, and strong communication skills to present branded solutions and manage client reviews within a team-driven