Strategic Wealth Advisor for Private Banking

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

Job summary

Fifth Third Bank seeks a Wealth Management Advisor II in Northbrook, IL to act as a trusted advisor and leading coordinator for Private Bank clients. You will assemble a high-caliber team of specialists to deliver wealth planning, investments, private banking, risk management and trust services, while upholding service standards.

You will drive client opportunities, coordinate with internal and external advisors, ensure timely client reviews, and focus on growing household relationships with a

Qualifications

• Bachelor's degree or equivalent work experience; finance-related field preferred.
• CFP, CFA, or CPWA certifications preferred and will be required within 24–36 months of start date.
• S.A.F.E. Act registration per NMLS requirements.

Responsibilities

• Serve as trusted advisor and team coordinator for Private Bank clients.
• Coordinate with a multidisciplinary team to deliver wealth planning, investments, private banking, risk management and trust services.
• Drive opportunity pipelines, expand client relationships, and achieve revenue objectives.
• Uphold client service standards and manage client reviews and ongoing follow-ups.
• Collaborate with COI and external advisors to align recommendations with client goals.

Skills

Interpersonal communication

Negotiation

Presentation skills

CRM experience

MS Office (Word/Excel/PowerPoint)

Education

Bachelor's degree or equivalent

CFP/CFA/CPWA certifications targeted within 24–36 months

Tools

CRM systems

MS Office

Job description

Fifth Third Bank seeks a Wealth Management Advisor II in Northbrook, IL to act as a trusted advisor and leading coordinator for Private Bank clients. You will assemble a high-caliber team of specialists to deliver wealth planning, investments, private banking, risk management and trust services, while upholding service standards.

You will drive client opportunities, coordinate with internal and external advisors, ensure timely client reviews, and focus on growing household relationships with a