Senior Private Bank Wealth Advisor II

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

Job summary

Fifth Third Bank, based in Ohio, seeks a Wealth Management Advisor II to manage private client relationships and coordinate a team of specialists. You will deliver wealth planning, investments, risk management, and trust services while meeting client service standards.

The role requires licensed professionals and advanced credentials, with a base pay range noted in the job description. Location is Cleveland, OH, and the position emphasizes risk-aware, client-centric advisory services.

Qualifications

• Strong interpersonal negotiation, verbal and written communication, and presentation skills.
• Demonstrated proficiency in delivery of branded presentations, materials and solutions.
• Ability to use Word, Excel and PowerPoint and CRM or related systems.

Responsibilities

• Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities.
• Profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning.
• Acts as Core Team Member for One Bank to identify opportunities with new and existing bank customers and expand relationships.
• Delivers consultative and advice-driven sales; executes client service standards to retain relationships.
• Develops and executes personal business plan to achieve revenue and business objectives.
• Coordinate with client advisors to ensure synergy of recommendations and goals.

Skills

Negotiation

Verbal & written communication

Presentation skills

CRM systems

Education

Bachelor’s degree or equivalent

CFP certification

CFA certification

CPWA certification

Juris Doctorate (JD)

Certified Public Accountant (CPA)

Tools

CRM

Word

Excel

PowerPoint

Job description

Fifth Third Bank, based in Ohio, seeks a Wealth Management Advisor II to manage private client relationships and coordinate a team of specialists. You will deliver wealth planning, investments, risk management, and trust services while meeting client service standards.

The role requires licensed professionals and advanced credentials, with a base pay range noted in the job description. Location is Cleveland, OH, and the position emphasizes risk-aware, client-centric advisory services.