Wealth Strategy Advisor - Lead Private Bank Client Plans

Fifth Third; Charlotte (NC); On-site; USD 90,000 - 150,000; Full time

Job summary

Fifth Third Bank in Charlotte, NC seeks a Wealth Management Advisor to advise Private Bank clients and coordinate a high‑performing advisory team. You will drive wealth planning, investments, and trust solutions while maintaining superior client service and risk awareness.

Candidates should have a strong sales and client‑facing background in financial services, plus relevant licenses and certifications or a clear plan to obtain them within the specified timeframe.

Qualifications

• Bachelor's degree or equivalent work experience.
• Series 7, 66 (or 63/65) and appropriate state life insurance and variable annuity licenses are required.
• CFP, CFA, or CPWA industry certification is preferred and will be required within 24–36 months of start date to align with practice management requirements.
• Minimum of 8 years of successful sales/client service experience in financial services.

Responsibilities

• Prospects internal and external centers of influence to build a pipeline of new client opportunities.
• Leads a cross-functional team to deliver wealth planning, investments, private banking, risk management and trust services.
• Ensures delivery of client service standards and CRM updates; coordinates with client advisors to align recommendations with goals.
• Partners with external advisors to provide integrated wealth management solutions and maintains strong client relationships.

Skills

Interpersonal skills

Negotiation

Communication

Presentation skills

Problem solving

Team collaboration

Education

Bachelor's degree in Business Administration / Finance / Economics

Series 7 & 66 licenses (or 63/65)

CFP / CFA / CPWA preferred

S.A.F.E. Act registration required

Tools

CRM systems

Word/Excel/PowerPoint

Job description

Fifth Third Bank in Charlotte, NC seeks a Wealth Management Advisor to advise Private Bank clients and coordinate a high‑performing advisory team. You will drive wealth planning, investments, and trust solutions while maintaining superior client service and risk awareness.

Candidates should have a strong sales and client‑facing background in financial services, plus relevant licenses and certifications or a clear plan to obtain them within the specified timeframe.