Senior Financial Strategist
6 days ago
Wealth Planning Expert
Serves as the primary wealth planning expert and resource for high net worth prospects and client relationships. Provides professional consulting and advisory services to clients through the development, delivery, and implementation of customized wealth strategies.
Key Responsibilities:
- Develop and deliver customized wealth planning solutions for high net worth clients
- Provide expert consulting and advisory services to clients
- Collaborate with cross-functional teams to implement wealth planning strategies
- Stay up-to-date on industry trends and best practices in wealth planning
About Fifth Third:
Fifth Third is a leading financial institution dedicated to providing exceptional banking and financial services to individuals and businesses. Our team of experts is committed to helping clients achieve their financial goals and build lasting relationships.
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