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Wealth Planning Expert
2 months ago
About the Role:
Fifth Third Bank is seeking a highly skilled Sr. Wealth Planning Analyst to join our team. As a key member of our Wealth Planning team, you will be responsible for delivering exceptional client experiences and providing expert financial planning advice to our affluent clients.
Key Responsibilities:
- Partner with Wealth Strategists and WMAs to deliver comprehensive financial plans to clients, focusing on clients with greater than $10 million in investable assets.
- Develop and maintain in-depth knowledge of clients' financial situations, including estate, tax, insurance, and investment planning.
- Collaborate with clients and their advisors to develop and implement personalized wealth strategies.
- Assist in the training and supervision of Wealth Planning Analysts and Junior Analysts, ensuring they have the necessary skills and knowledge to provide exceptional client service.
- Stay up-to-date on industry trends, legislative changes, and best practices in financial planning.
Requirements:
- Bachelor's degree in a related field.
- Minimum 5 years of experience in financial planning or a related field.
- CFP certification.
- Knowledge of financial planning software and technical skills, including Microsoft Office Suite.
- Excellent communication, analytical, and problem-solving skills.
About Fifth Third Bank:
Fifth Third Bank is a leading financial institution committed to delivering exceptional client experiences and providing innovative financial solutions. We are proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions.
