Senior Wealth Strategist/ Planner

Min 10 yrs required

Full-time

No

Salary: Competitive

Job Title: Senior Wealth Strategist/Planner

Job Requisition ID: R44967

Company Overview:

Fifth Third Bank is a diversified financial services company headquartered in Cincinnati, Ohio. The Company has $142 billion in assets and operates 1,191 full-service Banking Centers, including 94 Bank Mart® locations, most open seven days a week, inside select grocery stores and 2,541 ATMs in Ohio, Kentucky, Indiana, Michigan, Illinois, Florida, Tennessee, West Virginia, Pennsylvania, Missouri, Georgia and North Carolina. Fifth Third operates four main businesses: Commercial Banking, Branch Banking, Consumer Lending, and Investment Advisors. Fifth Third also has an % interest in Vantiv Holding, LLC. Fifth Third is among the largest money managers in the Midwest and, as of June 30, 2019, had $366 billion in assets under care, of which it managed $42 billion for individuals, corporations and not-for-profit organizations. Investor information and press releases can be viewed at . Fifth Third’s common stock is traded on the Nasdaq® Global Select Market under the symbol “FITB.”

Job Description:

Fifth Third Bank is looking for an experienced Senior Wealth Strategist/Planner to serve as the primary Wealth Planning expert and resource for high net worth prospects and client relationships. The ideal candidate will possess a CFP, JD, CPA, or LLM and have at least 10+ years of experience in financial and/or estate planning related work.

The Senior Wealth Strategist/Planner will be responsible for:

Playing a major role in the sales process in acquiring significant relationships by partnering with the WMA and collaborating with specialists in delivering Fifth Third’s discovery experience to clients and prospects.

Developing, presenting, modifying and maintaining, in collaboration with the full Private Bank team, a Wealth Strategy for each client and prospect.

Developing proactive, reciprocal calling and referral relationships with client relationship managers and sales officers to create strategies and opportunities for high net worth client base.

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.

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.

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.

Salary:

Competitive salary.

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.

# Senior Wealth Strategist/Planner

Fifth Third Bank is looking for an experienced Senior Wealth Strategist/Planner to join their team in Tampa, Florida. As the primary Wealth Planning expert and resource for high net worth prospects and client relationships, the Senior Wealth Strategist/Planner will be responsible for leading the sales process in acquiring significant relationships, developing a Wealth Strategy for each client and prospect, coaching and counseling Private Bank team members, providing thought leadership, and more.

## Qualifications

The ideal candidate will possess 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.

## Responsibilities

The Senior Wealth Strategist/Planner will be responsible for:

Playing a major role in the sales process in acquiring significant relationships by partnering with the WMA and collaborating with specialists in delivering Fifth Third’s discovery experience to clients and prospects.

Developing, presenting, modifying and maintaining, in collaboration with the full Private Bank team, a Wealth Strategy for each client and prospect.

Developing proactive, reciprocal calling and referral relationships with client relationship managers and sales officers to create strategies and opportunities for high net worth client base.

Coaching and counseling Private

Engaged and Inclusive Culture, Equal Employment Opportunity

Listening, Written, and Oral Communication, Sales and/or Marketing, Resourcefulness

Bachelor’s Degree

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

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