Senior Wealth Strategist/ Planner

Min 10 yrs required

Full-time

No

Fifth Third Bank is looking for a Senior Wealth Strategist/ Planner to join their team. The Senior Wealth Strategist/ Planner will be responsible for providing professional consulting and advisory services to clients through the development, delivery and implementation of a customized wealth plan. This individual will also be responsible for contributing to the group’s creation of thought leadership pieces focused on various financial planning concepts that will be used to educate prospects and clients.

## Job Responsibilities

* Prospect and Client Discovery:
* Plays 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.
* Meet with the WMA with clients and prospects, generally those with more than $10 million investable (current and/or opportunity).
* Coordinate the preparation of net worth statements, current cash flow projections at a high level, current preliminary estate flow illustrations, and other illustrations as needed, supervising Wealth Strategists and Analysts in the production of these and reviewing and presenting them in collaboration with the specialists serving the client.
* Develop, present, modify and maintain, in collaboration with the full Private Bank team, 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 develops financial modeling and flowcharts to demonstrate the economic impact of the strategies.
* Post-Discovery plan design, maintenance, implementation, and optimization:
* 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).
* Review all client deliverables for which the Strategist is the lead.
* Deliver the wealth plan to clients and their advisors in a clear and understandable manner and respond to their questions.
* 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.
* Additional expectations for broader impact:
* 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.
* Maintain knowledge of complex, advanced planning techniques and relevant legislative, regulatory, and case law changes.
* Attend/ 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.
* Display the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority.
* 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.

## Supervisory Responsibilities

* 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;
* Recognize employees for accomplishments

## 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

The salary for this position 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.

If you are looking for a rewarding career as a Senior Wealth Strategist/ Planner, please apply today!

Listening, Written, and Oral Communication, 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

Legal