Wealth Management Advisor II
Fifth Third BankNaples, Florida, United States
Posted March 30, 2026
70000 - 120000 USD
Full Time
About the Company
Fifth Third Bank is a financial institution that understands the importance of recognizing its employees for the role they play in improving the lives of its customers, communities, and each other.
Job Description
Serves as a 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.
Requirements
- Bachelors degree or equivalent work experience required.
- CFP, CFA, or CPWA industry certification is preferred and will be required within 24 months (36 months for CFA) of start date.
- Appropriate state life and Health insurance licenses are required in accordance with licensing guidelines.
- Minimum of eight (8) years of successful sales/client service experience in financial services industry.
- Strong interpersonal negotiation, verbal and written communication, and presentation skills.
- Demonstrated proficiency in delivery of branded presentations, materials and solutions.
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Life and Health Insurance
- Dental and Vision Insurance
- Health Savings Account (HSA)
- Employee Assistance Program
- Flexible Work Arrangements