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Senior Wealth Planning Strategist

2 months ago

Columbus, Ohio, United States Fifth Third Full time

Job Summary

The Senior Wealth Planning Analyst at Fifth Third plays a key role in delivering a premium experience to high-net-worth clients. This involves partnering with Wealth Strategists, Wealth Management Advisors, and other specialists to provide tailored financial planning solutions.

Key Responsibilities

  • Collaborate with cross-functional teams to develop and implement comprehensive wealth management plans.
  • Conduct in-depth financial analysis to identify opportunities for growth and optimization.
  • Develop and maintain strong relationships with clients to understand their financial goals and objectives.
  • Stay up-to-date with industry trends and regulatory changes to ensure compliance and best practices.

Requirements

The ideal candidate will possess a strong background in financial planning, excellent communication skills, and the ability to work effectively in a team environment.