Sr. Wealth Planning Analyst

4 days ago

Orlando, United States Fifth Third Bank Full time

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

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 AnalystLOCATION -- 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.

  • Sr. Wealth Planning Analyst

    4 days ago

    Orlando, United States Fifth Third Bank, N.A. Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. 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...

  • Sr. Manager, Wealth Advisor

    4 weeks ago

    Orlando, United States Charles Schwab Full time

    Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...

  • Sr. Manager, Wealth Advisor

    3 months ago

    Orlando, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...

  • Sr. Manager, Wealth Advisor

    3 weeks ago

    Orlando, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...

  • Sr. Manager, Wealth Advisor

    3 months ago

    Orlando, Florida, United States Charles Schwab Full time

    Your opportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory...

  • Sr. Manager, Wealth Advisor

    4 weeks ago

    Orlando, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...

  • GTM Strategy

    2 months ago

    Orlando, United States ServiceNow Full time

    Job DescriptionJob DescriptionCompany DescriptionAt ServiceNow, our technology makes the world work for everyone, and our people make it possible. We move fast because the world can’t wait, and we innovate in ways no one else can for our customers and communities. By joining ServiceNow, you are part of an ambitious team of change makers who have a restless...

  • Financial Planning Analyst

    1 week ago

    Orlando, Florida, United States Hilton Grand Vacations Full time

    Job Overview Become a part of the Hilton Grand Vacations family. Experience exceptional benefits and a wealth of opportunities for career growth. Position Summary: The Financial Planning & Analysis Analyst is expected to possess outstanding communication and collaboration skills, alongside a strong grasp of commercial insights. The ideal candidate...

  • Sr. Product Support Analyst

    2 months ago

    Orlando, Florida, United States AssuredPartners Full time

    Overview The Sr. EB Product Analyst serves as an expert on BenefitPoint product functionality, capabilities, utilization, and overall performance. This role includes operational oversight of the system's configurations, integrations, and supports workflow design through a technical lens, while also applying the strategies outlined in our servicing model. The...

  • Wealth Strategist

    3 months ago

    Orlando, United States United Community Bank Full time

    SUMMARY Wealth Strategist is responsible for developing comprehensive wealth plans and providing advice and guidance on financial topics to high-net-worth (HNW) clients. This position will provide HNW clients with personalized advice and strategies to help them achieve their financial objectives. Additionally, this position supports Private Bankers and...

  • Sr. Product Support Analyst

    3 months ago

    Orlando, United States AssuredPartners Full time

    Overview The Sr. EB Product Analyst serves as an expert on BenefitPoint product functionality, capabilities, utilization, and overall performance. This role includes operational oversight of the system's configurations, integrations, and supports workflow design through a technical lens, while also applying the strategies outlined in our servicing...

  • Financial Wealth Consultant

    2 weeks ago

    Orlando, Florida, United States United Community Bank Full time

    WEALTH STRATEGISTWe are seeking a dedicated Wealth Strategist to enhance our financial advisory services. In this pivotal role, you will be tasked with crafting detailed wealth management strategies and offering customized financial guidance to affluent clients. Your proficiency in financial matters will be essential in assisting clients to realize their...

  • Financial Wealth Advisor

    2 weeks ago

    Orlando, Florida, United States United Community Bank Full time

    WEALTH STRATEGISTWe are seeking a skilled Wealth Strategist to enhance our financial advisory services. In this pivotal role, you will be tasked with crafting detailed wealth management strategies and offering customized guidance to affluent clients. Your deep understanding of financial matters will be essential in assisting clients to realize their...

  • Financial Wealth Consultant

    1 week ago

    Orlando, Florida, United States United Community Bank Full time

    WEALTH STRATEGISTWe are seeking a dedicated Wealth Strategist to enhance our financial advisory services. In this pivotal role, you will be tasked with crafting detailed wealth management strategies and delivering customized financial guidance to affluent clients. Your proficiency in various financial domains will be essential in assisting clients to realize...

  • Sr. Sales Analyst

    2 months ago

    Orlando, United States NBCUniversal Full time

    Job DescriptionJob DescriptionCompany DescriptionWe create world-class content, which we distribute across our portfolio of film, television, and streaming, and bring to life through our theme parks and consumer experiences. We own and operate leading entertainment and news brands, including NBC, NBC News, MSNBC, CNBC, NBC Sports, Telemundo, NBC Local...

  • Configuration Analyst Sr.

    4 days ago

    Orlando, Florida, United States Lockheed Martin Full time

    About the RoleWe are seeking a highly skilled Configuration Analyst Sr. to join our team at Lockheed Martin. As a key member of our organization, you will play a critical role in supporting the development and implementation of configuration management processes.Key ResponsibilitiesSupport the JASSM and LRASM Programs by performing all facets of...

  • Lead Financial Planning Analyst

    2 weeks ago

    Orlando, Florida, United States Creative Financial Staffing Full time

    Senior Financial Planning Analyst Hybrid$90,000 - $Overview of the Senior Financial Planning Analyst PositionThe Senior Financial Planning Analyst will assess, interpret, and track financial and operational metrics from diverse sources to support the achievement of strategic goals. Working closely with Finance, Accounting, and Business leadership, the Senior...

  • Lead Financial Planning Analyst

    2 weeks ago

    Orlando, Florida, United States Creative Financial Staffing Full time

    Senior Financial Planning & Analysis Analyst Hybrid PositionCompensation: $90,000 - $ Overview of the Senior Financial Planning & Analysis Analyst RoleThe Senior Financial Planning & Analysis Analyst will assess, interpret, and track financial and operational metrics from diverse sources to support the achievement of strategic goals. Working in close...

  • Senior Wealth Management Professional

    7 days ago

    Orlando, Florida, United States CFA Institute Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at the CFA Institute. As a Senior Wealth Advisor, you will play a critical role in delivering exceptional client experiences and providing personalized wealth management services to our clients.Key ResponsibilitiesDevelop and implement comprehensive wealth...

  • Senior Manager, Wealth Advisor

    1 week ago

    Orlando, United States CFA Institute Full time

    Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...