Senior Wealth Strategist/ Planner

Min 10 yrs required

Full-time

No

Salary Information

Fifth Third Bank is looking to hire a Senior Wealth Strategist/ Planner who will serve 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 managing and monitoring risks and delivering a customized wealth plan to clients and prospects. The salary range for this position is $160,000 - $200,000, depending on experience.

Job Overview

Fifth Third Bank is looking to hire a Senior Wealth Strategist/ Planner to serve as the primary Wealth Planning expert and resource for high net worth prospects and client relationships. This role is 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. The Senior Wealth Strategist/ Planner is also responsible for developing, presenting, modifying and maintaining a Wealth Strategy for each client and prospect, as well as providing professional consulting/advisory services to clients through the development, delivery and implementation of a customized wealth plan.

Job Responsibilities

- 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.
- Coordinates the preparation of net worth statements, current cash flow projections at a high level, 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

Fifth Third Bank is looking to hire a Senior Wealth Strategist/ Planner who will serve 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 managing and monitoring risks and delivering a customized wealth plan to clients and prospects. The salary range for this position is $160,000 - $200,000, depending on experience.

# Senior Wealth Strategist/ Planner

Fifth Third Bank is looking to hire a Senior Wealth Strategist/ Planner to serve as the primary Wealth Planning expert and resource for high net worth prospects and client relationships. This role is 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.

## Job Responsibilities

- 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.
- Coordinates the preparation of net worth statements, current cash flow projections at a high level, 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

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

Bachelor’s degree required

Visit Fifth Third Bank’s website and apply online

Qualification and Experience CFP, JD, CPA, or LLM required; JD, CPA or LLM preferred

Legal