Senior Wealth Strategist/ Planner

Min 10 yrs required

Full-time

No

# Senior Wealth Strategist/ Planner

## Company Overview

Fifth Third Bank is a diversified financial services company working to make banking a Fifth Third better®. They strive to connect great people to great opportunities and offer a career in banking that allows individuals to take the next step in their professional journey.

## Job Summary

Fifth Third Bank is looking for an experienced Senior Wealth Strategist/ Planner to join their team. The Senior Wealth Strategist/ Planner 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.

## Responsibilities

The Senior Wealth Strategist/ Planner will have the following responsibilities:

* Partner with Wealth Management Advisors (WMAs) in the prospecting experience, participating in all aspects of delivering Fifth Third’s discovery experience to prospects and clients.
* Develop, present, modify and maintain a Wealth Strategy for each client and prospect.
* Identify issues and planning opportunities for review and discussion with the client and the client’s advisors.
* Conduct research related to the use of various complex tax and estate planning strategies under consideration by clients and develop financial modeling and flowcharts to demonstrate the economic impact of the strategies.
* Deliver 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).
* Review all client deliverables for which the Strategist is the lead.
* Develop proactive, reciprocal calling and referral relationships with client relationship managers and sales officers to create strategies and opportunities for high net worth client base.
* Coach and counsel Private Bank team members or One Bank partners on financial planning strategies via formal training or as part of client relationship reviews.
* Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities.
* Provide thought leadership internally and externally in the form of internal white papers, presentations, calls, webinars, etc.
* Assist with development and presentation of training programs.
* Participate in community and/or industry-specific forums, conferences and/or to broaden relations, network, and continually deepen knowledge of trends, practices, products and competitors.
* Support a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results.
* Participate in the ongoing development of the wealth planning process.

## Requirements

The ideal candidate for the Senior Wealth Strategist/ Planner role should have the following qualifications:

* 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.

## Supervisory Responsibilities

The Senior Wealth Strategist/ Planner will be responsible for providing Wealth Planning Analyst and Wealth Strategists timely, candid, and constructive feedback; develop Analysts and Strategists to their fullest potential and provide challenging opportunities that enhance employee career growth; and recognize employees for accomplishments.

## Salary

The salary for this position will be competitive and commensurate with experience.

## Location

This position is located in Tampa, Florida 33602.

## Equal Employment Opportunity

Fifth Third Bank, National Association is proud 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.

Fifth Third Bank is looking for an experienced Senior Wealth Strategist/ Planner to join their team in Tampa, Florida 33602. The Senior Wealth Strategist/ Planner 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.

The ideal candidate for the Senior Wealth Strategist/ Planner role should have the following qualifications:

* 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.

CFP, JD, CPA, LLM, Technical expertise in estate, tax, option, retirement, insurance, investment and cash flow/capital needs planning analysis, Advanced listening, written, and oral communication skills, Sales and/or marketing, Resourcefulness in finding creative solutions

Bachelor’s degree

serves 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. develops proactive, reciprocal calling and referral relationships with client relationship managers and sales officers to create strategies and opportunities for high net worth client base. provides thought leadership internally and externally in the form of internal white papers, presentations, calls, webinars, etc

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

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