Sr. Wealth Planning Analyst

15 hours ago

Nashville, United States Fifth Third Full time

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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.

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