Fifth Third Bancorp

1 week ago

Senior Wealth Strategist - Franklin Street Partners

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 17 hours agoStatus: Live

Job Summary

Lead advanced wealth planning for ultra-high-net-worth clients, partnering with advisors and external professionals to design integrated strategies across estate, tax, investment, retirement, and insurance. Serve as a trusted RIA planning subject matter expert, influence complex client decisions, and ensure high-quality, compliant deliverables. Create advanced planning content and presentations, improve planning processes and tools across the RIA platform, and provide informal mentorship to elevate team capabilities.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Lead the design and delivery of complex, customized wealth strategies for ultra-high-net-worth clients, including multi-generational, entity-level, and cross-border considerations.
•Serve as a senior advisor in client engagements by presenting strategies, simplifying complex concepts, and influencing decision-making alongside lead advisors.
•Provide RIA-specific planning expertise and partner with advisors to identify, position, and deliver wealth strategy solutions for complex planning scenarios.
•Own the accuracy, consistency, and quality of sophisticated client deliverables while ensuring regulatory, fiduciary, and firm policy standards are met.
•Create advanced planning content and presentations, improve planning processes/tools/workflows across the RIA platform, and provide informal mentorship and knowledge sharing.

Key Requirements

•Bachelor’s degree in Business, Finance, Accounting, or a related field.
•Minimum 10+ years of experience in wealth planning, estate planning, or advanced financial planning in a financial services or RIA environment.
•Demonstrated experience supporting complex, high-net-worth or ultra-high-net-worth clients.
•Professional designation (CFP, JD, CPA, or LLM) preferred.
•Advanced proficiency across estate, tax, investment, retirement, and insurance planning.

Experience:10+ yearsFinancial servicesRIA

Education:Bachelor's in Business, Finance, Accounting, or related field

Skills:Leadership without authorityStrategic influenceClient communicationAnalytical problem-solvingRelationship management

Certifications:CFPJDCPALLM

Tech Stack:EMoneyMicrosoft Office Suite

Company Brief

Fifth Third Bancorp

Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Cincinnati, United States

Founded: 1858

Glassdoor: 3.7

Website LinkedIn Glassdoor

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Fifth Third Bancorp

1 week ago

Senior Wealth Strategist - Franklin Street Partners

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 17 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Lead the design and delivery of complex, customized wealth strategies for ultra-high-net-worth clients, including multi-generational, entity-level, and cross-border considerations.
•Serve as a senior advisor in client engagements by presenting strategies, simplifying complex concepts, and influencing decision-making alongside lead advisors.
•Provide RIA-specific planning expertise and partner with advisors to identify, position, and deliver wealth strategy solutions for complex planning scenarios.
•Own the accuracy, consistency, and quality of sophisticated client deliverables while ensuring regulatory, fiduciary, and firm policy standards are met.
•Create advanced planning content and presentations, improve planning processes/tools/workflows across the RIA platform, and provide informal mentorship and knowledge sharing.

Key Requirements

•Bachelor’s degree in Business, Finance, Accounting, or a related field.
•Minimum 10+ years of experience in wealth planning, estate planning, or advanced financial planning in a financial services or RIA environment.
•Demonstrated experience supporting complex, high-net-worth or ultra-high-net-worth clients.
•Professional designation (CFP, JD, CPA, or LLM) preferred.
•Advanced proficiency across estate, tax, investment, retirement, and insurance planning.

Experience:10+ yearsFinancial servicesRIA

Education:Bachelor's in Business, Finance, Accounting, or related field

Skills:Leadership without authorityStrategic influenceClient communicationAnalytical problem-solvingRelationship management

Certifications:CFPJDCPALLM

Tech Stack:EMoneyMicrosoft Office Suite

Company Brief

Fifth Third Bancorp

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Cincinnati, United States

Founded: 1858

Glassdoor: 3.7

Website LinkedIn Glassdoor