Senior Risk Advisory Consultant

Fifth Third Bank

. Lead structured risk assessments for new and existing wealth strategies .

Posted 10/14/2026full-timeUnited StatesSenior💰 $121,900 - $262,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in leading structured risk assessments and developing comprehensive insurance strategies that align with estate planning, wealth transfer, and business succession goals. Proficient in advising high-net-worth clients and managing complex cases from assessment through implementation.

Highest-signal resume keywords

Insurance PlanningWealth PlanningRisk AssessmentClient Relationship ManagementAdvanced Case Design

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Life Insurance AssessmentDisability Insurance AssessmentLong-Term Care AssessmentAnnuity Needs AssessmentFinancial AnalysisPolicy AnalysisUnderwriting CoordinationApplication StrategyDocumentation MaintenanceCase Support

Soft Skills

CommunicationCollaborationRelationship BuildingAdaptabilityTechnical Guidance

Certifications & Qualifications

CLUChFCCFP

Industry Keywords

Wealth StrategiesEstate PlanningBusiness SuccessionHigh-Net-Worth ClientsRisk Advisory

About the role

Key responsibilities & impact

Lead structured risk assessments for new and existing wealth strategies
Identify protection and liquidity gaps and document findings and recommended next steps
Develop insurance strategies supporting estate planning, wealth transfer, business succession, executive benefits, charitable objectives and broader client goals
Explain complex insurance concepts, tradeoffs and implementation considerations to clients and external advisors
Partner with Wealth Advisors, Wealth Strategists, fiduciary professionals and SCAS specialists from discovery through implementation
Lead complex cases, including data gathering, financial and policy analysis, illustration review, carrier engagement, underwriting coordination, application strategy and policy delivery
Evaluate existing life, disability, long-term care and annuity arrangements
Develop relationships across assigned regions and identify situations requiring Risk Advisory involvement
Maintain documentation, follow policies and procedures, elevate exceptions and support review of recommendations and transactions
Contribute to planning standards, advisor education, templates and Risk Advisory process improvements
Provide technical guidance and case support to the Risk Advisory Associate and less-experienced partners
Perform other duties as assigned and adapt to shifting priorities

Requirements

What you’ll need

Bachelor’s degree or equivalent combination of education and experience
Appropriate state insurance licenses for Life, Health and Long-Term Care, as required under Fifth Third licensing guidelines
Eight or more years of insurance planning, advanced case design, wealth planning or related financial-services experience
Experience advising high-net-worth clients and collaborating with relationship managers, planners or external professional advisors
Proficiency in assessing life, disability, long-term care and annuity needs
Experience applying insurance concepts within estate, tax, liquidity, business-owner and wealth-transfer planning
Experience leading discovery and recommendation discussions and presenting complex concepts clearly
Experience managing sophisticated cases from assessment through underwriting, implementation and delivery
CLU, ChFC, CFP or progress toward a comparable advanced designation
Ability to build partnerships across multiple markets and manage competing case priorities

Benefits

Comp & perks

Incentive compensation plan based on company, line of business and/or individual performance
Comprehensive benefits supporting physical, financial, emotional and social well-being