Wealth Planning Expert
4 weeks ago
Wealth Planning Expert
Fifth Third Bank is seeking a highly skilled Wealth Planning Expert to join our team. As a key member of our Wealth Planning team, you will be responsible for delivering exceptional wealth planning experiences to our clients.
Key Responsibilities:
- Partner with Wealth Strategists and other specialists to deliver comprehensive wealth planning solutions to clients.
- Develop and maintain in-depth knowledge of financial planning programs and software systems.
- Collaborate with clients to understand their financial goals and objectives, and develop tailored wealth plans to achieve those goals.
- Stay up-to-date on industry trends and regulatory changes, and apply that knowledge to provide expert advice to clients.
Requirements:
- Bachelor's degree in a related field.
- Minimum five years of experience in financial planning or a related field.
- CFP certification.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
About Fifth Third Bank:
Fifth Third Bank is a leading financial institution with a long history of providing exceptional service to our clients. We are committed to helping our clients achieve their financial goals, and we are seeking a talented Wealth Planning Expert to join our team.
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