Senior Wealth Strategy Analyst

Fifth Third Bancorp
Orlando, Naples
Workplace: OnsiteFull timeFunction: Strategy & Corporate DevelopmentExperience: 5+ yearsEducation: bachelorsSkills: ["Collaboration","Communication","Attention to detail","Problem-solving","Mentoring"]

Partner with Wealth Strategists to deliver data-driven wealth planning analysis and client-ready materials for high net worth and ultra-high net worth engagements. Review and organize complex financial documents, build cash flow and estate scenario models, and keep deliverables accurate and up to date. Conduct research across estate, tax, insurance, and cash flow disciplines, collaborate on planning workflows, and provide informal guidance to junior analysts while supporting continuous process improvement.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Senior Wealth Strategy Analyst

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Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live

Job Summary

Partner with Wealth Strategists to deliver data-driven wealth planning analysis and client-ready materials for high net worth and ultra-high net worth engagements. Review and organize complex financial documents, build cash flow and estate scenario models, and keep deliverables accurate and up to date. Conduct research across estate, tax, insurance, and cash flow disciplines, collaborate on planning workflows, and provide informal guidance to junior analysts while supporting continuous process improvement.
Location: Orlando, Naples
Workplace: Onsite
Employment Type: Full time
Job Function: Strategy & Corporate Development
Seniority: Mid level

Key Responsibilities

  • •Review and organize client financial information, including personal financial statements, account statements, insurance policies, tax returns, estate planning documents, and related ownership structures.
  • •Prepare and maintain analyses and models such as cash flow models, estate flowcharts, and scenario-based financial and wealth transfer modeling.
  • •Develop high-quality, client-ready materials for use by Wealth Strategists in client meetings.
  • •Conduct technical research and support advanced planning strategy evaluation across estate, tax, insurance, and cash flow disciplines.
  • •Track deliverables, identify missing information, coordinate workflow for timely and accurate production, and help mentor junior analysts.

Key Requirements

  • •Bachelor's degree required.
  • •5+ years of experience in wealth planning, financial analysis, or a related field in a professional services or financial services environment.
  • •Strong financial planning knowledge, including cash flow and estate planning concepts (income, gift, and estate tax concepts) and investment structures.
  • •Experience with financial planning software (e.g., eMoney or similar) and advanced Microsoft Office proficiency (Word, Excel, PowerPoint).
  • •Attention to detail and quality control across complex client analyses and deliverables.
Experience:5+ yearsWealth planningFinancial servicesProfessional services
Education:Bachelor's
Skills:CollaborationCommunicationAttention to detailProblem-solvingMentoring
Certifications:CFP®
Tech Stack:EMoneyMicrosoft OfficeWordExcelPowerPoint

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
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