Senior Wealth Strategist/ Planner

Min 10 yrs required

Full-time

No

## Senior Wealth Strategist/ Planner

Fifth Third Bank is looking for a Senior Wealth Strategist/ Planner to join their team and take the next step in their career in banking. This role will serve as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (> $10MM investable and/or $15 million in net worth) involving complex financial issues and strategies, typically including multi-generational trusts, closely held business entities, corporate executives, and private foundations.

**Salary Information:**

This position offers a competitive salary, based on qualifications and experience.

**Job Requisition ID:** R44967

**Job Description:**

The Senior Wealth Strategist/ Planner will be responsible for:

- Prospect and Client Discovery: Playing a major role in the sales process in acquiring significant (generally >$10 million investable) relationships by partnering with the WMA and collaborating with specialists in delivering Fifth Third’s discovery experience to clients and prospects. Primary focus is understanding and memorializing the entirety of the client’s/prospect’s current financial structure, including organizational structure of their net worth, their cash flow and income tax situation, their family tree and business entity structure, and the current structure of the estate and wealth transfer plans, supervising Analysts, Strategists, and leveraging Life360 and other tools as identified.

- Post-Discovery plan design, maintenance, implementation, and optimization: Where one of the next steps in the Wealth Strategy is the development of a coordinated, more comprehensive analysis of alternatives to consider, decide and act upon (a Wealth Plan), responsible for leading the planning experience: delivering customized wealth plans, which includes providing professional consulting / advisory services and solutions to clients through the development, delivery and implementation of advanced planning techniques: (estate, tax, insurance, option, investment, retirement).

- Coaching and counseling Private Bank team members or One Bank partners on financial planning strategies via formal training or as part of client relationship reviews.

- Developing and expanding relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities.

- Providing thought leadership internally and externally in the form of internal white papers, presentations, calls, webinars, etc.

- Assisting with development and presentation of training programs.

- Must be able to converse with clients, their advisors, and RMs convincingly.

- Maintaining knowledge of complex, advanced planning techniques and relevant legislative, regulatory, and case law changes.

- Attending/ participating in community and/or industry-specific forums, conferences and/or to broaden relations, network, and continually deepen knowledge of trends, practices, products and competitors.

- Displaying the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority.

- Supporting a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results.

- Participating in the ongoing development of the wealth planning process.

**Minimum Knowledge, Skills and Abilities Required:**

- Bachelor’s degree required.

- CFP, JD, CPA, or LLM required. JD, CPA or LLM preferred.

- 10+ years in financial and/or estate planning related work, preferably at a high quality professional financial services company or firm.

- High level of technical expertise in estate, tax, option, retirement, insurance, investment and cash flow/capital needs planning analysis.

- Advanced listening, written, and oral communication skills.

- Experience in sales and/or marketing.

- Resourcefulness in finding creative solutions.

## About Fifth Third Bank

Fifth Third Bank is a full-service banking and financial services company with a commitment to making banking a Fifth Third better®. They strive to connect great people to great opportunities, and they are looking for a Senior Wealth Strategist/ Planner to join their team and take the next step in their career in banking.

This position offers a competitive salary, based on qualifications and experience. If you are interested in taking the next step in your career in banking, please visit their website for more information and to apply.

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.

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Technical expertise in estate, tax, option, retirement, insurance, investment and cash flow/capital needs planning analysis

Bachelor’s degree required

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Qualification and Experience Bachelor’s degree required, CFP, JD, CPA, or LLM required

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