Fifth Third Bank · 3 months ago
Senior Wealth Strategist
Boca Raton, FL
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expFifth Third Bank is a leading financial institution seeking a Senior Wealth Strategist to serve as the primary Wealth Planning expert for high net worth clients. The role involves delivering customized wealth plans, providing professional consulting services, and developing relationships with clients and advisors to address complex financial issues.
BankingCommercial LendingFinanceFinancial ExchangesFinancial ServicesLendingMedia and EntertainmentMortgage
Responsibilities
Responsible for delivering customized wealth plans, which include proactive, high impact, planning solutions based upon each client’s facts and circumstances
Provides professional consulting / advisory services and solutions to clients through the development, delivery and implementation of advanced planning techniques: (estate, tax, insurance, option, investment, retirement)
Reviews all client deliverables for which planner is the lead
Plays a major role in the sales process in acquiring significant relationships: 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 RMs 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
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 community and/or industry-specific forums, conferences and/or meetings in order to broaden relations, network and continually deepen knowledge of trends, practices, products and competitors
Participates actively in community affairs and professional associations
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
Responsible for providing Wealth Planning Analyst and Planners timely, candid and constructive feedback; develop Analysts and Planners to their fullest potential and provide challenging opportunities that enhance employee career growth; recognize employees for accomplishments
Qualification
Required
Bachelor's degree required
CFP, JD, or CPA, or LLM required
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
Benefits
Comprehensive benefits
Differentiated compensation offerings
Incentive compensation plan
Company
Fifth Third Bank
Fifth Third Bancorp is a financial services company that specializes in small business, retail banking, and investments. It is a sub-organization of Fifth Third Bank.
10001+ employees
H1B Sponsorship
Fifth Third Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (2)
2020 (43)
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
B
Bryan Preston
Chief Financial Officer
Maria Holmes
VP, Senior Manager Corporate Sponsorship
Recent News
DBusiness Magazine
2026-01-08
2026-01-06
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