Senior Private Wealth Advisor: Team-Driven Planning

Fifth Third Bank; Birmingham (AL); On-site; USD 95,000 - 130,000; Full time

Job summary

Fifth Third Bank in Birmingham, MI seeks a Wealth Management Advisor II to coordinate a private client team and deliver comprehensive wealth planning, investments, and trust services. You will drive client satisfaction, manage profitability, and coordinate with internal specialists to meet goals.

Required are a bachelor’s degree or equivalent experience, strong sales history in financial services, and regulatory knowledge. Certifications are preferred; active licenses are needed to serve clients.

Qualifications

• Bachelor's degree or equivalent work experience required.
• CFP, CFA, or CPWA industry certification preferred and deadline to align with practice requirements.
• Appropriate state life and health licenses required.
• Minimum of eight years of successful sales/client service in financial services.
• Keeps up-to-date on regulatory changes and collaborates with specialists.

Responsibilities

• Develops and prospects internal and external centers of influence to build pipeline of new client opportunities.
• Uses consultative sales to identify client needs for AUM, loans, deposits, and estate planning.
• Leads a core team to identify opportunities and expand household relationships.
• Delivers branded presentations and solutions, coordinating with advisors to meet client goals.
• Manages client reviews and ensures CRM data is updated timely.

Skills

Interpersonal skills

Negotiation

Verbal communication

Written communication

Presentation skills

CRM systems

Analytical skills

Education

Bachelor's degree or equivalent work experience

CFP, CFA, or CPWA certification preferred

JD and/or CPA accepted

State life and health licenses required

Minimum 8 years sales/client service in financial services

Tools

Word

Excel

PowerPoint

CRM

Job description

Fifth Third Bank in Birmingham, MI seeks a Wealth Management Advisor II to coordinate a private client team and deliver comprehensive wealth planning, investments, and trust services. You will drive client satisfaction, manage profitability, and coordinate with internal specialists to meet goals.

Required are a bachelor’s degree or equivalent experience, strong sales history in financial services, and regulatory knowledge. Certifications are preferred; active licenses are needed to serve clients.