Senior Wealth Management Advisor

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

Job summary

Fifth Third Bank in Birmingham, MI seeks a Wealth Management Advisor II to serve as trusted advisor and team coordinator, delivering wealth planning, investments, private banking, risk management, and trust services.

You will lead cross-functional teams, profile client needs, and build durable relationships while ensuring service standards and compliance. The role includes onboarding and CRM record-keeping to drive profitability.

Qualifications

• Bachelor's degree or equivalent work experience; finance-related preferred.
• S.A.F.E. Act registration required per NMLS.
• Eight years of sales/client service experience in financial services.
• Appropriate state life/health licenses required.

Responsibilities

• Coordinate private bank team to deliver wealth planning and private banking services.
• Develop and manage client relationships to expand AUM, loans, deposits.
• Ensure risk controls and regulatory compliance in client interactions.
• Collaborate with COI and specialists to deliver integrated solutions.
• Lead annual client reviews and onboarding processes.

Skills

Interpersonal communication

Negotiation

Verbal & written communication

Presentation skills

CRM familiarity

MS Office / CRM / PowerPoint

Education

Bachelor's degree in Business/Finance/Economics

Tools

CRM systems

MS Office: Word/Excel/PowerPoint

Job description

Fifth Third Bank in Birmingham, MI seeks a Wealth Management Advisor II to serve as trusted advisor and team coordinator, delivering wealth planning, investments, private banking, risk management, and trust services.

You will lead cross-functional teams, profile client needs, and build durable relationships while ensuring service standards and compliance. The role includes onboarding and CRM record-keeping to drive profitability.