Sr. Wealth Planning Analyst

2 weeks ago

Nashville, United States Fifth Third Full time

Make banking a Fifth Third better

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

The Senior WP Analyst partners with Wealth Strategists, WMAs and other specialists to deliver Fifth Third's discovery experience to prospects and clients with a general focus on clients with greater than $10 million investable asset segment. Focus in this process is documenting an effective level of understanding of the family's current financial situation across all disciplines and collaboratively developing a Wealth Strategy analysis. Remains engaged with the Strategists and WMAs and may meet with clients and prospects in onboarding into Life360 and developing analyses.

Should the prospect or client Wealth Strategy conclude that Fifth Third will play a material role in developing and implementing their Wealth Plan the Sr. Analyst will be responsible to produce deliverables in support of that effort.

The Senior Analyst will assist in the training and supervision of Wealth Planning Analysts and Junior Analysts, monitor and disseminate best financial planning practices for the group, and assist the Analyst Manager with production and processing initiatives and goals.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensuring that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

This position reports directly to the Director, Wealth Planning Analyst Team Lead.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Support the Prospect and Client Experience:

  • Work closely with prospects, clients, and the client service teams to produce key current state analyses (Net Worth Statements, Current Cash Flow, Tax, etc.) based upon the clients'/prospect's priorities, goals and objectives.
  • Understand and memorialize the entirety of the client's and prospects current financial structure (estate & wealth transfer, family tree, business entity, etc.) by leveraging Life360 and other tools as identified.
  • Memorialize and help to maintain, in collaboration with the Private Bank team, a Wealth Strategy for each client and prospect. This represents the team's best thinking as to the steps the client or prospect should take, based on our discovery experience, to make progress to their goals.
  • When necessary, assist in the onboarding of clients into the Life360 planning system
  • Identifies missing information and notifies the team, coordinating a timely production process
  • Identifies issues and planning opportunities for review and discussion with the team.

Supporting Post Discovery Plan Design and Maintenance:

  • Responsible for the development of a more comprehensive analysis through the development, delivery and implementation of advanced planning techniques: (estate, tax, insurance, option, investment, retirement).
  • Conducts research related to various advanced planning techniques and strategies (tax, estate, etc.) under consideration by clients and develops financial modeling and flowcharts to demonstrate the economic impact of the strategies.
  • Suggest relevant information to include in financial plan strategy and recommendations to convey importance of next steps in addressing objectives and concerns of affluent client's financial plan
  • May participate in the delivery of Wealth Planning Experiences to clients and their advisors and assist in responding to their questions.

Additional Expectations for Broader Impact:

  • Coaches and counsels other Analysts on financial planning strategies via formal training or as part of their day to day interactions.
  • Responsible for providing Wealth Planning Analysts timely, candid, and constructive plan performance feedback.
  • Assists with development and presentation of training programs.
  • Must be able to converse with clients, their advisors, and Private Bank team members convincingly.
  • Remains knowledgeable and up to date on detailed and complex advanced planning techniques and relevant legislative, regulatory, and case law changes.
  • Participates actively in community affairs and professional associations to deepen knowledge of trends, practices, and relations.
  • 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 Wealth Strategists in the development of thought leadership internally and externally in the form of internal white papers, presentations, calls, webinars, etc.
  • Participates in the ongoing development of the wealth planning process.
  • Adherence to all aspects of oversight, risk and compliance as it relates to following policy, process and procedure.
  • Performs administrative duties as needed

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  • Bachelor's degree
  • Minimum five (5) years of related work experience.
  • CFP Certification
  • Knowledge of financial planning programs (eMoney Advisor or comparable planning software systems)
  • Technical competence and skills relating to personal financial planning (retirement, college and tax planning, etc.)
  • Computer software and related technical skills including Microsoft Office Suite
  • Advanced listening, written, and oral communication skills
  • Ability to handle multiple tasks and work well under pressure
  • Effective time management
  • Resourcefulness in finding creative solutions
  • Ability to process, analyze, and articulate advanced planning solutions

DESIRED KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  • Knowledge of Private Banking, Brokerage, Insurance and/or Trust
  • Graduate degree in business, financial services, accounting, law, or other related discipline
Sr. Wealth Planning Analyst LOCATION -- Cincinnati, Ohio 45202

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.

  • SR SAP FICO Analyst

    7 days ago

    nashville, United States MSR Technology Group Full time

    Role: SR SAP FICO AnalystLocation: Nashville, TN – Onsite from day one Exp: 12+DescriptionThe SAP Financial Systems Analyst will be responsible for prioritizing and delivering the backlog of work based on business value, managing stake holder expectations, and serving as the point person for the technical expertise related to all finance applications. The...

  • SR SAP FICO Analyst

    2 weeks ago

    nashville, United States MSR Technology Group Full time

    Role: SR SAP FICO AnalystLocation: Nashville, TN – Onsite from day one Exp: 12+DescriptionThe SAP Financial Systems Analyst will be responsible for prioritizing and delivering the backlog of work based on business value, managing stake holder expectations, and serving as the point person for the technical expertise related to all finance applications. The...

  • SR SAP FICO Analyst

    2 weeks ago

    Nashville, United States MSR Technology Group Full time

    Role: SR SAP FICO AnalystLocation: Nashville, TN – Onsite from day one Exp: 12+DescriptionThe SAP Financial Systems Analyst will be responsible for prioritizing and delivering the backlog of work based on business value, managing stake holder expectations, and serving as the point person for the technical expertise related to all finance applications. The...

  • Sr Financial Analyst

    4 weeks ago

    Nashville, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionLHH is seeking a Senior Financial Analyst for a full-time position in Nashville, TN.The Sr. Financial Analyst conducts financial and market analysis with a focus on pricing components and maximizing revenue. Reviews financial data from multiple sources to understand trends and communicates opportunities for improvement. Assists...

  • Wealth Management Advisor

    3 weeks ago

    nashville, United States The KXN Full time

    The KXN is working closely with a reputable Wealth Management company in the Nashville area that is looking for a skilled and motivated Wealth Advisor to join their growing team. This is a fantastic opportunity for a professional with a passion for helping clients achieve their financial goals through comprehensive planning and personalized...

  • Wealth Management Advisor

    1 month ago

    Nashville, United States The KXN Full time

    The KXN is working closely with a reputable Wealth Management company in the Nashville area that is looking for a skilled and motivated Wealth Advisor to join their growing team. This is a fantastic opportunity for a professional with a passion for helping clients achieve their financial goals through comprehensive planning and personalized...

  • Wealth Management Advisor

    4 weeks ago

    nashville, United States The KXN Full time

    The KXN is working closely with a reputable Wealth Management company in the Nashville area that is looking for a skilled and motivated Wealth Advisor to join their growing team. This is a fantastic opportunity for a professional with a passion for helping clients achieve their financial goals through comprehensive planning and personalized...

  • Wealth Management Specialist

    4 weeks ago

    Nashville, Tennessee, United States The KXN Full time

    Role Overview:The KXN is collaborating with a reputable Wealth Management company in the Nashville area to find a skilled and motivated Wealth Advisor to join their growing team. This is an excellent opportunity for a professional with a passion for helping clients achieve their financial goals through comprehensive planning and personalized strategies.Key...

  • Financial Planning Analyst

    4 weeks ago

    Nashville, Tennessee, United States Rogers Group Full time

    Job Title: Financial Analyst Job Summary: Rogers Group, Inc. is seeking a highly skilled Financial Analyst to join our team in the Nashville, TN corporate office. The ideal candidate will have excellent communication and analytical skills, providing a high level of customer service and support to our Strategic Market Areas. Responsibilities: * Provide...

  • Sr. Financial Analyst, Practice FP&A

    2 weeks ago

    Nashville, United States OneOncology Full time

    OneOncology is positioning community oncologists to drive the future of cancer care through a patient-centric, physician-driven, and technology-powered model to help improve the lives of everyone living with cancer. Our team is bringing together leaders to the market place to help drive OneOncology's mission and vision. Why join us? This is an exciting time...

  • General Counsel

    4 weeks ago

    Nashville, United States Compound Planning Full time

    Overview Compound Planning, with over $1B AUM added since 2022, is a high growth digital family office for entrepreneurs, professionals, and retirees. We're a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary...

  • Private Wealth Management Professional

    3 weeks ago

    Nashville, Tennessee, United States AllianceBernstein Holding L.P. Full time

    Position OverviewBernstein Private Wealth Management is a leading investment management firm that advises high-net-worth and ultra-high-net-worth clients. Our team is dedicated to providing exceptional service and support to our clients, and we are seeking a talented individual to join our team as a Private Wealth Associate.Key ResponsibilitiesAs a Private...

  • SR. Quality Assurance Analyst | Automated Testing | API Test

    1 month ago

    Nashville, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are offering an opportunity for a SR. Quality Assurance Analyst with expertise in Automated Testing and API Test to join our team based in Nashville, Tennessee. In this role, you will play a crucial part in improving product quality through comprehensive automated and API testing. You will work closely with cross-functional...

  • Financial Planning

    3 weeks ago

    Nashville, Tennessee, United States Urbanex Pest Control Full time

    Job Title: Financial Planning & Data AnalystJob Summary:Urbanex Pest Control is seeking a highly skilled Financial Planning & Data Analyst to join our Finance team. As a key member of our team, you will play a critical role in providing high-quality financial reporting and insights to support business decision-making.Key Responsibilities:Financial Analysis &...

  • Junior Insurance Analyst

    4 weeks ago

    Nashville, Tennessee, United States HUB International Full time

    About HUB InternationalHUB International Limited is a leading global insurance and employee benefits broker, providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown...

  • Sales Planning and Compensation Analyst

    4 weeks ago

    Nashville, Tennessee, United States Philips Full time

    About the Role:As a Sales Planning and Compensation Analyst at Philips, you will play a vital role in designing and managing key processes and tools for sales planning, commissions, and performance reporting across multiple sales organizations. Your primary responsibility will be to ensure accurate and compliant compensation payments by understanding plans...

  • Financial Planning and Data Analyst

    3 weeks ago

    Nashville, Tennessee, United States Urbanex Pest Control Full time

    Financial Planning and Data Analyst RoleThe FP&A Analyst will play a critical part in helping Urbanex Pest Control make informed financial decisions by providing high-quality reporting and insights through Power BI and other financial analysis tools. This role will work directly for a highly experienced CFO who loves to train and nurture talent.Key...

  • Labor Planning Analyst, Sort Center

    3 weeks ago

    Nashville, Tennessee, United States Amazon Full time

    We are seeking a highly analytical individual to join our Amazon NASC team as a Labor Planning Analyst, Sort Center. In this role, you will be responsible for building metrics, tools, and reports to support Amazon's growth. You will work closely with Sort Center Operations teams, HR, Finance, and S&OP to own and drive labor planning processes for multiple...

  • Wealth Team Supervisor

    4 weeks ago

    Nashville, Tennessee, United States Foote Region - Modern Woodmen of America Full time

    Job DescriptionModern Woodmen of America is seeking a highly motivated and experienced Wealth Team Supervisor to lead our team of financial representatives in the Greater Nashville/Murfreesboro area. As a key member of our leadership team, you will be responsible for driving business growth, developing and implementing strategies to achieve sales and revenue...

  • Transportation Network Planning Data Analyst

    4 weeks ago

    Nashville, Tennessee, United States Amazon Full time

    Job DescriptionAmazon is seeking a skilled Data Scientist to join our Transportation Network Planning team. As a key member of our team, you will be responsible for developing and implementing data-driven solutions to optimize our transportation network.Key Responsibilities:Develop and execute analytical tools to model our transportation networkContribute to...