Senior Wealth Strategist/ Planner

Min 10 yrs required

Full-time

No

## Senior Wealth Strategist/ Planner

Fifth Third Bank is proud to offer an exciting opportunity for a Senior Wealth Strategist/ Planner. This position 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.

### Job Description

The Senior Wealth Strategist/ Planner will be responsible for prospecting new clients, delivering Fifth Third’s discovery experience to prospects and clients, developing and presenting a Wealth Strategy for each client and prospect, designing, delivering and implementing customized wealth plans, providing professional consulting and advisory services to clients, and coaching and counseling Private Bank team members.

### Requirements

The successful candidate must have a Bachelor’s degree and must be CFP, JD, CPA, or LLM certified. The candidate should also have at least 10+ years of experience in financial and/or estate planning related work, preferably at a high quality professional financial services company or firm. In addition, the successful candidate must have a 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.

### Salary and Benefits

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

### About Fifth Third Bank

Fifth Third Bank is one of the top-performing banks in the country, with a heritage that spans more than 150 years. We've staked our claim on looking at things differently to make banking a Fifth Third better®. This applies to our relationships with customers and employees alike.

We employ about 19,000 people, and what we offer is:

* A chance for employees to build their future, with supportive career development and financial wellness programs.
* An environment where we win together. We celebrate achievement and work collaboratively. We're also a two-time Gallup Great Workplace honoree.
* An invitation to impact lives in a positive and lasting way. Everything we do is geared toward improving lives. That's fun and exciting.

### Apply

If you are interested in this Senior Wealth Strategist/ Planner position, please apply online.

## Senior Wealth Strategist/ Planner at Fifth Third Bank
Fifth Third Bank is proud to offer an exciting opportunity for a Senior Wealth Strategist/ Planner. This position 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. This is an excellent opportunity for a financial professional to make a difference in the lives of others and to grow their career.

### Job Responsibilities
The Senior Wealth Strategist/ Planner will be responsible for the following:

* Prospecting new clients and collaborating with specialists in delivering Fifth Third’s discovery experience to clients and prospects.
* Developing and presenting a Wealth Strategy for each client and prospect.
* Designing, delivering and implementing customized wealth plans.
* Providing professional consulting and advisory services to clients.
* Coaching and counseling Private Bank team members.

### Requirements
The successful candidate must have a Bachelor’s degree and must be CFP, JD, CPA, or LLM certified. The candidate should also have at least 10+ years of experience in financial and/or estate planning related work, preferably at a high quality professional financial services company or firm. In addition, the successful candidate must have a 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.

### Salary and Benefits
The salary and benefits package for this position will be competitive and commensurate with experience.

### About Fifth Third Bank
Fifth Third Bank is one of the top-performing banks in the country, with a heritage that spans more than 150 years. We've staked our claim on looking at things differently to make banking a Fifth Third better®. This applies to our relationships with customers and employees alike. We employ about 19,000 people, and what we offer is:

* A chance for employees to build their future, with supportive career development and financial wellness programs.
* An environment where we win together. We celebrate achievement and work collaboratively. We're also a two-time Gallup Great Workplace honoree.
* An invitation to impact lives in a positive and lasting way. Everything we do is geared toward improving lives. That's fun and exciting.

### Apply
If you are interested in this Senior Wealth Strategist/ Planner position, please apply online.

CFP, JD, CPA, LLM

Bachelor’s degree required

To apply, please visit

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

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