Wealth Management Advisor II - Private Bank Growth & Advisory

Fifth Third Bank; Atlanta (GA); On-site; USD 90,000 - 150,000; Full time

Job summary

Fifth Third Bank seeks a Wealth Management Advisor II in Atlanta to act as trusted advisor and team coordinator for Private Bank clients. You will lead a cross-disciplinary team delivering wealth planning, investments, private banking, and trust services while ensuring risk and service standards are met.

The role emphasizes building relationships, executing strategic plans, and coordinating with COI and specialists to deepen client engagement and profitability.

Qualifications

• Bachelor’s degree or equivalent work experience; Business Administration, Finance, or Economics preferred.
• CFP, CFA, or CPWA industry certification is preferred and will be required within 24–36 months of start date.
• Appropriate state life and health licenses are required in accordance with licensing guidelines.
• Minimum of eight (8) years of successful sales/client service experience in financial services.

Responsibilities

• Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities.
• Profiles clients using Life360 Discovery to identify needs for AUM, Loans, Deposits, Estate Planning, and Wealth Planning.
• Acts as Core Team Member for One Bank to identify opportunities with new and existing bank customers.
• Demonstrates proficiency in consultative sales and delivers client service standards to develop and retain relationships.
• Coordinates and collaborates with a team to deliver high-quality client service and achieve revenue objectives.

Skills

Interpersonal skills

Communication

Presentation skills

Analytical skills

CRM systems

Microsoft Excel

Word/PowerPoint

Education

Bachelor’s degree in Business/Finance/Economics

CFP/CFA/CPWA preferred

State life and health licenses required

Tools

CRM

Word

Excel

PowerPoint

Job description

Fifth Third Bank seeks a Wealth Management Advisor II in Atlanta to act as trusted advisor and team coordinator for Private Bank clients. You will lead a cross-disciplinary team delivering wealth planning, investments, private banking, and trust services while ensuring risk and service standards are met.

The role emphasizes building relationships, executing strategic plans, and coordinating with COI and specialists to deepen client engagement and profitability.