Senior Private Bank Wealth Advisor II

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

Benefits offered by this job

Comprehensive benefits

Career development programs

Competitive base salary with incentive

Job summary

Fifth Third Bank in Northbrook, IL seeks a Wealth Management Advisor II to coordinate a private banking team delivering wealth planning, investments and risk management. You will drive client reviews and leverage Life360 to deepen relationships, while ensuring service standards and profitability.

The role requires 8+ years in financial services, licenses, and CFP/CFA/CPWA preferred with NMLS/S.A.F.E. registration, and strong communication skills within a dynamic team.

Qualifications

• Bachelor's degree or equivalent work experience required.
• Business Administration, Finance or Economics preferred.
• S.A.F.E. Act registration required at employment.
• CFP, CFA, or CPWA preferred and target within 24–36 months.
• State life and health licenses required.

Responsibilities

• Develops and prospects centers of influence to build a client pipeline.
• Profiles clients and identifies needs to grow AUM, loans, deposits.
• Leads cross-functional private banking teams to deliver wealth services.
• Ensures delivery of client service standards and revenue goals.
• Coordinates client reviews and uses Life360 to achieve goals.

Skills

Sales experience

Client service

NMLS/S.A.F.E. registration

Licenses (Life/Health)

CRM proficiency

Communication skills

Education

Bachelor's degree or equivalent

Business Administration / Finance / Economics preferred

Tools

Word

Excel

PowerPoint

CRM systems

Job description

Fifth Third Bank in Northbrook, IL seeks a Wealth Management Advisor II to coordinate a private banking team delivering wealth planning, investments and risk management. You will drive client reviews and leverage Life360 to deepen relationships, while ensuring service standards and profitability.

The role requires 8+ years in financial services, licenses, and CFP/CFA/CPWA preferred with NMLS/S.A.F.E. registration, and strong communication skills within a dynamic team.