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 its team. As a Senior Wealth Strategist/ Planner, you will serve as the primary Wealth Planning expert and resource for high net worth prospects and client relationships. You will be responsible for developing, delivering and implementing a customized wealth plan, which includes proactive, high impact, multi-generational planning solutions based upon each client’s facts and circumstances.

**Job Responsibilities**

- Participates 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.
- Coordinates the preparation of net worth statements, current cash flow projections, current preliminary estate flow illustrations, and other illustrations as needed.
- Develops, presents, modifies and maintains a Wealth Strategy for each client and prospect.
- Identifies issues and planning opportunities for review and discussion with the client and the client’s advisors.
- Conducts research related to the use of various complex tax and estate planning strategies under consideration by clients and develops financial modeling and flowcharts to demonstrate the economic impact of the strategies.
- Delivers the wealth plan to clients and their advisors in a clear and understandable manner and responds to their questions.
- 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.
- Coaches and counsels Private Bank team members or One Bank partners on financial planning strategies via formal training or as part of client relationship reviews.
- Develops and expands relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities.
- Provides thought leadership internally and externally in the form of internal white papers, presentations, calls, webinars, etc.
- Assists with development and presentation of training programs.
- Maintains knowledge of complex, advanced planning techniques and relevant legislative, regulatory, and case law changes.
- Attends/ participates in community and/or industry-specific forums, conferences and/or to broaden relations, network, and continually deepen knowledge of trends, practices, products and competitors.
- Displays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority.
- Supports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results.
- Participates 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.

**Salary Information**

The salary for this role is competitive and commensurate with experience.

**Location**

Tampa, Florida 33602

**Equal Employment Opportunity**

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.

## Summary

Fifth Third Bank is looking for a Senior Wealth Strategist/ Planner to join its team in Tampa, Florida. As a Senior Wealth Strategist/ Planner, you will serve as the primary Wealth Planning expert and resource for high net worth prospects and client relationships. Your responsibilities will include participating in the sales process in acquiring significant relationships, coordinating the preparation of net worth statements, developing a Wealth Strategy for each client and prospect, delivering the wealth plan to clients and their advisors, developing relationships with centers of influence, providing thought leadership, maintaining knowledge of complex planning techniques, and supporting a proven track record of successfully collaborating with and influencing management and peers.

Minimum qualifications for the role include a (JD, CPA or LLM preferred), 10+ years in financial and/or estate planning related work, 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, and resourcefulness in finding creative solutions. The salary for this role is competitive and commensurate with experience. 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.

Listening, Written, and Oral Communication, High Level of Technical Expertise in Estate, Tax, Option, Retirement, Insurance, Investment and Cash Flow/Capital Needs Planning Analysis, Sales and/or Marketing

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, CFP, JD, CPA, or LLM

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