Private Wealth Advisor — Lead Holistic Wealth Planning

Fifth Third Bank; South Carolina; On-site; USD 90,000 - 140,000; Full time

Job summary

Fifth Third Bank is expanding its Wealth Management Advisory team in Charlotte, NC, offering a challenging role that blends high-level client advisory with team leadership. You will coordinate specialists to deliver wealth planning, investments, private banking, risk management and trust services, while maintaining top client service standards.

The role emphasizes risk awareness, regulatory compliance, and ongoing client engagement to deepen relationships and grow assets under management.

Qualifications

• Minimum of 8 years of successful sales/client service experience in financial services.
• Strong interpersonal, negotiation, verbal and written communication skills.
• Proficiency with 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.
• Profile clients and identify needs that result in AUM, brokerage, loans, deposits, and planning services.
• Lead a private banking team to deliver wealth planning, investments, and trust services; ensure client service standards.

Skills

Sales experience

Client service

Interpersonal skills

Communication

Education

Bachelor's degree in Business, Finance, Economics

Tools

CRM systems

Excel

PowerPoint

Word

Job description

Fifth Third Bank is expanding its Wealth Management Advisory team in Charlotte, NC, offering a challenging role that blends high-level client advisory with team leadership. You will coordinate specialists to deliver wealth planning, investments, private banking, risk management and trust services, while maintaining top client service standards.

The role emphasizes risk awareness, regulatory compliance, and ongoing client engagement to deepen relationships and grow assets under management.