Wealth Management Advisor II — Private Bank Growth

Fifth Third; Georgia; On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Comprehensive benefits

Incentive compensation plan

Job summary

Fifth Third in Atlanta seeks an experienced Private Bank Advisor to lead a trusted advisory team and simplify wealth management for clients. You will coordinate specialists in wealth planning, investments, and trust services, ensuring exceptional client service and risk management within the bank's policies.

The role emphasizes building a strong client pipeline, delivering advice-driven solutions, and maintaining thorough CRM records.

Qualifications

• Bachelor's degree or equivalent work experience; Business Admin, Finance, or Economics preferred.
• CFP, CFA, or CPWA in industry certification; required within 24–36 months to align with Private Bank practice management requirements.
• State life and health insurance licenses required per guidelines.
• Minimum of eight years sales/client service experience in financial services.
• Strong interpersonal negotiation, verbal and written communication, and presentation skills.

Responsibilities

• Develops and prospects internal and external centers of influence to build pipeline of new client opportunities.
• Delivers consultative, advice-driven sales and ensures client service standards are met.
• Coordinates with a customized team of specialists to deliver wealth planning and investment solutions.
• Leads onboarding and client reviews; manages profitability of client relationships.
• Collaborates with client advisors to ensure alignment of recommendations with client goals.

Skills

Interpersonal skills

Negotiation

Verbal communication

Written communication

Presentation skills

Education

Bachelor's degree in Business Administration/Finance/Economics

CFP

CFA

CPWA

Tools

CRM systems

Word

Excel

PowerPoint

Job description

Fifth Third in Atlanta seeks an experienced Private Bank Advisor to lead a trusted advisory team and simplify wealth management for clients. You will coordinate specialists in wealth planning, investments, and trust services, ensuring exceptional client service and risk management within the bank's policies.

The role emphasizes building a strong client pipeline, delivering advice-driven solutions, and maintaining thorough CRM records.