Senior Wealth Strategist/ Planner

Min 10 yrs required

Full-time

No

## Senior Wealth Strategist/ Planner

Fifth Third Bank is a banking institution that prides itself on providing great opportunities to its employees. As a Senior Wealth Strategist/ Planner, you will be the primary Wealth Planning expert and resource for high net worth prospects and client relationships (> $10MM investable and/or $15 million in net worth). You will be responsible for providing professional consulting and advisory services to clients through the development, delivery and implementation of a customized wealth plan. This position is located in Tampa, Florida.

### Job Responsibilities

As a Senior Wealth Strategist/ Planner, you will be responsible for the following duties:

- 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.
- 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 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 develop financial modeling and flowcharts to demonstrate the economic impact of the strategies.
- 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.
- Reviews all client deliverables for which the Strategist is the lead.
- 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.
- Must be able to converse with clients, their advisors, and RMs convincingly.
- 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.

### Salary

The salary for the Senior Wealth Strategist/ Planner position is competitive and commensurate with experience.

### Job Requisition ID

R44967

### Make Banking a Fifth Third better®

Fifth Third Bank is committed to connecting great people to great opportunities. As a Senior Wealth Strategist/ Planner, you will be responsible for providing professional consulting and advisory services to clients through the development, delivery and implementation of a customized wealth plan. This position is located in Tampa, Florida.

Fifth Third Bank 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 ready to take the next step in your career, discover a career in banking at Fifth Third Bank.

## Overview of Senior Wealth Strategist/ Planner Position

Fifth Third Bank is looking for an experienced Senior Wealth Strategist/ Planner to join their team. The Senior Wealth Strategist/ Planner will be the primary Wealth Planning expert and resource for high net worth prospects and client relationships (> $10MM investable and/or $15 million in net worth). You will be providing professional consulting and advisory services to clients through the development, delivery and implementation of a customized wealth plan. This position is located in Tampa, Florida.

### Responsibilities of Senior Wealth Strategist/ Planner

As a Senior Wealth Strategist/ Planner, you will be responsible for the following duties:

- 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.
- 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 a Wealth Strategy for each client

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

Bachelor's degree, CFP, JD, CPA, or LLM

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

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