Senior Wealth Strategist/ Planner

Job Opportunity

Do you want to join a team of dedicated wealth strategists and planners helping clients achieve their financial goals? Fifth Third Bank is looking for a passionate Senior Wealth Strategist/ Planner to join our team. Our ideal candidate should have a strong financial background, excellent communication and negotiation skills, and a genuine desire to help others. You will provide financial advice and planning services to clients, helping them make sound investments and build towards their financial goals. If this sounds like the opportunity you’ve been looking for, we’d love to hear from you!

The successful candidate should have a Bachelor's degree in finance, economics, accounting, or a related field, as well as 5+ years of experience in a financial or wealth management setting. They should also be knowledgeable in investment strategies, tax regulations, and retirement planning, and have experience in developing a personalized financial plan for their clients. Strong problem-solving skills and the ability to manage multiple tasks at once in a fast-paced environment are essential. The ideal candidate should also be able to think strategically and build strong customer relationships. If this sounds like you, please don’t hesitate to apply!

Responsibilities

• Develop a personalized financial plan for clients that meets their financial goals
• Provide financial advice and planning services to clients
• Monitor and track clients' financial progress
• Keep abreast of new financial products and strategies to recommend to clients
• Research and analyze economic and market trends to develop optimal investment strategies
• Review and interpret tax regulations and retirement planning
• Negotiate and manage client agreements
• Build and maintain strong customer relationships
• Think strategically and provide creative solutions to client problems
• Manage multiple tasks in a fast-paced environment

Equal Opportunity Employer

Fifth Third Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.