Wealth Management Advisor II

Make banking a Fifth Third better. We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals. Creates teams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and client service standards. Responsible and accountable for risk, openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. Responsibilities Sales: Develops and prospects internal and external centers of influence to build and cultivate a pipeline of new client opportunities. Effectively utilizes Life360 Discovery process to profile clients and identify spot client needs that result in AUM, loans, deposits, estate planning, and wealth planning. Acts as the Core Team Member for One Bank to identify opportunities with new and existing bank customers. Continually monitors and evaluates client needs to identify opportunities to expand and deepen household relationships. Demonstrates proficiency in consultative, advice‑driven sales; manages execution of client service standards to develop and retain lasting client relationships. Develops and strategically executes personal business plan to achieve defined revenue and business objectives. Client Experience: Institutes habits that ensure coordination of team in the consistent delivery of Private Bank experience standards. Utilizes the Life360 process when working with team members to deliver advice‑based solutions. Collaborates with specialists to deliver high‑quality client service. Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management. Identifies and refers opportunities for advanced planning solutions. Coordinates with third‑party advisors (e.g., attorney, accountant) to ensure synergy of recommendations, consistent with client goals. Partners with internal and external service providers to optimize effectiveness and efficiency. Acts as primary contact, resolves problems in a timely and effective manner. Provides clients with information regarding current trends and commands thorough knowledge of investment products, trading strategies and market dynamics. Manages overall profitability of client relationships and ensures process information recorded timely in CRM. Leads the 90‑day onboarding process and collaborates to share resources and information. Champions the Bancorp Vision and Core Values through personal actions and leadership influence to promote high‑performing work groups. Other: Experienced operating in a high‑accountability, team‑based environment. Exhibits urgency, continual drive to results, and the ability to partner effectively with management at all levels. Builds relationships based on added value, not title. Supports a track record of collaborating with and influencing peers to support growth and financial results. Actively participates in professional and community organizations and builds relationships internally and externally. Minimum Knowledge, Skills & Abilities Bachelor's degree or equivalent work experience. Business Administration, Finance, or Economics preferred. CFP, CFA, or CPWA certification preferred and required within 24 months (36 months for CFA) of start date. JD and/or CPA also accepted for certification requirement. Appropriate state life and health insurance licenses required in accordance with licensing guidelines. Minimum of eight (8) years of successful sales/client service experience in financial services. Stays abreast of regulatory and governmental changes impacting clients. Works with specialists to keep up‑to‑date on services and solutions. Demonstrates strong interpersonal negotiation, verbal, and written communication and presentation skills. Proficient in delivery of branded presentations, materials, and solutions. Effective problem‑solving and analytical skills. Computer / Technical Proficient with Word, Excel, PowerPoint, CRM or related systems. Requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). NMLS website provides MU4R questions and required registration. Working Conditions Normal office environment with minimal exposure to dust, noise, temperature variations, and extended CRT screen viewing. Benefits & Compensation Comprehensive benefits and differentiated compensation. Base salary reflects pay‑grade range; individual salaries vary by role, skillset, experience, education, and location. Eligible for incentive compensation based on company, line of business, and individual performance. Extensive benefits support physical, financial, emotional, and social well‑being. Location Houston, Texas 77002 Equal Employment Opportunity Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or any other legally protected status. #J-18808-Ljbffr Fifth Third