Fifth Third Bancorp

2 weeks ago

Senior Wealth Strategist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Serve as the primary wealth strategy expert for high- and ultra-high-net-worth clients, partnering with Wealth Management Advisors and the Private Bank team to lead discovery, develop integrated wealth plans, and support implementation. Deliver comprehensive strategies across estate, income tax, gift/estate tax, investment, risk, insurance, and cash flow planning. Oversee client deliverables, research complex planning opportunities, mentor junior strategists, and build referral relationships with attorneys and CPAs.

Location: Dallas, Houston

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Partner with Wealth Management Advisors and Private Bank teams to acquire and retain key high-net-worth client relationships through comprehensive wealth strategies and client meetings.
•Conduct client discovery and analysis, including net worth, cash flow, ownership structures, estate plans, and charitable goals.
•Lead development of customized wealth strategies spanning estate, income tax, gift and estate tax, investment, risk, insurance, and cash flow planning disciplines.
•Research complex planning opportunities, review financial modeling, and provide oversight and guidance to analysts and junior strategists to ensure clarity and alignment.
•Present recommendations, answer client/advisor questions, support strategy execution, and mentor and coach analysts and strategists while building referral relationships with attorneys and CPAs.

Key Requirements

•Bachelor’s degree required.
•10+ years of experience in financial, estate, or wealth planning in a professional services or wealth management environment.
•Advanced knowledge across cash flow, income tax, gift and estate tax, investment, insurance, retirement, estate, and charitable planning.
•Strong consultative client advisory skills with excellent communication and presentation.
•Experience supporting client acquisition and growth initiatives.

Experience:10+ years

Education:Bachelor's

Skills:Consultative client advisoryCommunicationRelationship managementAnalytical thinkingLeadership coaching

Certifications:JDCPACFP

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

2 weeks ago

Senior Wealth Strategist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: Dallas, Houston

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Partner with Wealth Management Advisors and Private Bank teams to acquire and retain key high-net-worth client relationships through comprehensive wealth strategies and client meetings.
•Conduct client discovery and analysis, including net worth, cash flow, ownership structures, estate plans, and charitable goals.
•Lead development of customized wealth strategies spanning estate, income tax, gift and estate tax, investment, risk, insurance, and cash flow planning disciplines.
•Research complex planning opportunities, review financial modeling, and provide oversight and guidance to analysts and junior strategists to ensure clarity and alignment.
•Present recommendations, answer client/advisor questions, support strategy execution, and mentor and coach analysts and strategists while building referral relationships with attorneys and CPAs.

Key Requirements

•Bachelor’s degree required.
•10+ years of experience in financial, estate, or wealth planning in a professional services or wealth management environment.
•Advanced knowledge across cash flow, income tax, gift and estate tax, investment, insurance, retirement, estate, and charitable planning.
•Strong consultative client advisory skills with excellent communication and presentation.
•Experience supporting client acquisition and growth initiatives.

Experience:10+ years

Education:Bachelor's

Skills:Consultative client advisoryCommunicationRelationship managementAnalytical thinkingLeadership coaching

Certifications:JDCPACFP

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