Wealth Management Advisor II

Fifth Third Bank • Walnut Creek, CA

6d • $121,900 - $262,100

About The Position

The Wealth Management Advisor II serves as a trusted advisor and team coordinator for Private Bank clients, helping them articulate and achieve wealth goals. The advisor assembles credentialed specialists to deliver wealth planning, investments, private banking, risk management, and trust services, while ensuring Private Bank experience and client service standards are met. The role is accountable for managing risk, following bank policies and procedures, and supporting positive customer experiences.

The advisor develops new client opportunities and grows existing relationships through consultative, advice-driven sales and coordinated service. As the primary client contact, the advisor leads reviews and onboarding, coordinates internal specialists and clients’ third-party advisors, identifies planning opportunities, and oversees implementation of recommendations and relationship profitability. The position also involves networking, contributing to team performance, and maintaining knowledge of investment products, market dynamics, and regulatory changes.

Requirements

• Bachelor’s degree or equivalent work experience required.
• Series 7 and Series 66 licenses, or Series 63 and Series 65 licenses, are required.
• Appropriate state life insurance and variable annuity licenses are required in accordance with licensing guidelines.
• At least 8 years of successful sales or client service experience in the financial services industry.
• Stay informed about regulatory and governmental changes that affect clients and work with specialists to remain current on services and solutions.
• Strong interpersonal, negotiation, verbal communication, written communication, and presentation skills.
• Demonstrated proficiency in delivering branded presentations, materials, and solutions.
• Effective problem-solving and analytical skills.
• Ability to use Word, Excel, PowerPoint, and CRM or related systems.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) is required at the time of employment.

Nice To Haves

• Business Administration, Finance, or Economics degree preferred.
• CFP, CFA, or CPWA industry certification preferred; certification is required within 24 months of start date, or within 36 months for CFA, to meet Private Bank practice management requirements. Juris Doctorate (JD) and/or Certified Public Accountant (CPA) designations are also accepted for this requirement.

Responsibilities

• Develop and prospect internal and external centers of influence to build a pipeline of new client opportunities.
• Use the Life360 Discovery process to profile clients and identify needs that may lead to assets under management, brokerage, loans, deposits, insurance, estate planning, and wealth planning opportunities.
• Act as a One Bank core team member to identify opportunities with new and existing customers and deepen household relationships.
• Use consultative, advice-driven sales and manage client service standards to develop and retain lasting relationships.
• Develop and execute a personal business plan to meet revenue and business objectives.
• Coordinate the team’s consistent delivery of Private Bank experience standards and use the Life360 process to deliver advice-based solutions.
• Collaborate with specialists and internal and external service providers to deliver high-quality, effective client service.
• Ensure service standards and metrics are met based on client needs, segmentation, asset allocation, and risk management.
• Identify and refer opportunities for advanced planning solutions.
• Coordinate with clients’ third-party advisors, such as attorneys and accountants, to align recommendations with client goals.
• Serve as the primary client contact and resolve problems in a timely and effective manner.
• Provide clients with information about current trends and demonstrate knowledge of investment products, trading strategies, and market dynamics.
• Organize, develop, and conduct client reviews, including annual reviews and quarterly updates, to assess and address client needs.
• Manage the overall profitability of client relationships and keep CRM process information current.
• Identify opportunities to deepen relationships across Private Bank and appropriate Bancorp channels.
• Serve as the primary point of contact for centers of influence within the bank.
• Oversee implementation of recommendations delivered to clients.
• Lead the 90-day client onboarding process.
• Coordinate with team members to exchange information and resources and meet shared objectives.
• Address developmental needs and knowledge gaps as requested by the manager and Private Bank.
• Promote Bancorp vision and core values through personal actions and leadership influence.
• Collaborate with management and peers, build relationships internally and externally, and participate in professional and community organizations.
• Identify, assess, manage, monitor, and report risks while following bank policies and procedures.

Benefits

• Comprehensive benefits programs supporting physical, financial, emotional, and social well-being.
• Eligible to participate in an incentive compensation plan, with payments based on company, line of business, and/or individual performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level