Senior Wealth Advisor, Private Banking & Planning

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

Job summary

Fifth Third Bank is seeking a Wealth Management Advisor II in San Francisco, CA. You will serve as a trusted advisor, coordinating a team to deliver comprehensive wealth planning, investments, private banking, and risk management services to Private Bank clients.

You will drive client relationships, manage a pipeline, and ensure superior service. Qualifications include a Bachelor's degree or equivalent, plus strong communication and collaboration skills.

Qualifications

• Bachelor's degree or equivalent work experience required.

Responsibilities

• Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities.
• Uses consultative and advisory approach to deliver wealth planning, investments, private banking, risk management, and trust services.
• Leads onboarding and coordination of multidisciplinary teams to ensure high standards of client service.

Education

Bachelor's degree or equivalent

Job description

Fifth Third Bank is seeking a Wealth Management Advisor II in San Francisco, CA. You will serve as a trusted advisor, coordinating a team to deliver comprehensive wealth planning, investments, private banking, and risk management services to Private Bank clients.

You will drive client relationships, manage a pipeline, and ensure superior service. Qualifications include a Bachelor's degree or equivalent, plus strong communication and collaboration skills.