Senior Private Bank Wealth Advisor

Fifth Third Bank; Birmingham (MI); On-site; USD 90,000 - 130,000; Full time

Job summary

Fifth Third Bank in Birmingham, Michigan is seeking a Wealth Management Advisor II to lead trusted client relationships and coordinate a cross-disciplinary team of specialists delivering wealth planning, investments, private banking, and risk management. You will expand household relationships, profile client needs, and strive to exceed service standards while adhering to regulatory requirements.

The role includes onboarding new clients, collaborating with COI partners, and driving profitable

Qualifications

• Minimum of eight (8) years of successful sales/client service experience in financial services industry.
• Stays abreast and informed of regulatory and governmental changes that impact clients.
• Demonstrates strong interpersonal negotiation, verbal and written communication, and presentation skills.
• Uses effective problem solving and analytical skills.

Responsibilities

• Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities.
• Acts as the Core Team Member for One Bank to identify opportunities with new and existing bank customers.
• Demonstrates proficiency in consultative and advice driven sales; manages execution of client service standards.
• Develops and executes personal business plan to achieve defined revenue and business objectives.

Education

Bachelor's degree or equivalent work experience

CFP, CFA, or CPWA industry certification preferred; JD and/or CPA accepted

Strong interpersonal negotiation, verbal and written communication, and presentation skills

Ability to use Word, Excel, PowerPoint, CRM or related systems

Job description

Fifth Third Bank in Birmingham, Michigan is seeking a Wealth Management Advisor II to lead trusted client relationships and coordinate a cross-disciplinary team of specialists delivering wealth planning, investments, private banking, and risk management. You will expand household relationships, profile client needs, and strive to exceed service standards while adhering to regulatory requirements.

The role includes onboarding new clients, collaborating with COI partners, and driving profitable