Wealth Management Advisor- II

Fifth Third Bank • Los Angeles, CA

7d • $121,900 - $262,100 • Onsite

About The Position

The Wealth Management Advisor serves as a trusted advisor and team coordinator for Private Bank clients, helping them articulate and achieve their wealth goals. The advisor coordinates highly credentialed specialists across wealth planning, investments, private banking, risk management, and trust services, and ensures consistent delivery of Private Bank experience and client service standards. The role is accountable for identifying, assessing, managing, monitoring, and reporting risks within the Bank’s risk appetite while supporting positive customer and colleague experiences.

The advisor develops new client opportunities, identifies needs across assets under management, loans, deposits, estate planning, and wealth planning, and deepens existing household relationships. As the primary client contact, the advisor coordinates service delivery, client reviews, onboarding, implementation of recommendations, and collaboration with internal specialists and clients’ outside advisors. The position also manages relationship profitability, maintains CRM information, and develops and executes a personal business plan to meet revenue and business objectives.

The role requires at least eight years of successful financial-services sales or client-service experience, a bachelor’s degree or equivalent work experience, applicable state life and health insurance licenses, and S.A.F.E. Act registration through NMLS at employment. CFP, CFA, or CPWA certification is preferred and must be obtained within 24 months of starting (36 months for CFA); a JD or CPA is also accepted for this certification requirement. The position is based in a normal office environment with extended viewing of a CRT screen.

Requirements

• Bachelor’s degree or equivalent work experience required.
• Minimum of eight years of successful sales or client-service experience in the financial services industry.
• Appropriate state life and health insurance licenses required in accordance with licensing guidelines.
• CFP, CFA, or CPWA industry certification is preferred and required within 24 months of start date; CFA candidates have 36 months. JD or CPA designations are also accepted for this certification requirement.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) is required at the time of employment.
• Strong interpersonal, negotiation, verbal communication, written communication, and presentation skills.
• Demonstrated proficiency delivering branded presentations, materials, and solutions.
• Effective problem-solving and analytical skills.
• Ability to use Word, Excel, PowerPoint, and CRM or related systems.
• Ability to work effectively with individual accountability and team-based performance.
• Ability to partner with and influence management and peers to support growth and financial results.

Nice To Haves

• Business Administration, Finance, or Economics degree preferred.
• CFP, CFA, or CPWA industry certification preferred.
• Juris Doctorate (JD) or Certified Public Accountant (CPA) designation accepted for the industry certification requirement.
• Experience building relationships and influencing management and peers in support of growth and financial results.

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, identify needs, and generate opportunities involving assets under management, loans, deposits, estate planning, and wealth planning.
• Act as a core One Bank team member to identify opportunities with new and existing bank customers.
• Monitor client needs and identify opportunities to expand and deepen household relationships.
• Use consultative, advice-driven sales practices and execute client service standards to develop and retain lasting relationships.
• Develop and execute a personal business plan to achieve 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 client service and improve effectiveness and efficiency.
• Ensure service standards and metrics address 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 on 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.
• Manage overall profitability of client relationships and record process information, status, and activities in CRM in a timely manner.
• Seek opportunities to deepen client relationships across Private Bank and appropriate Bancorp channels.
• Act 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.
• Work with team members to align efforts and exchange information and resources to meet shared objectives.
• Address development needs and knowledge gaps as requested by the manager and Private Bank.
• Champion Bancorp vision and core values through personal actions and leadership influence.
• Participate in professional and community organizations and build internal and external relationships.
• Stay informed about regulatory and governmental changes affecting clients and work with specialists to remain current on services and solutions.
• Identify, assess, manage, monitor, and report risks in accordance with the Bank’s risk appetite and policies.

Benefits

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

What This Job Offers

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