Senior Wealth Strategist

Fifth Third Bank

. Serve as the primary wealth strategy expert for high-net-worth and ultra-high-net-worth clients and prospects .

Posted 10/26/2026full-timeDallas • Texas • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced expertise in wealth strategy development, including cash flow, income tax, estate planning, and investment strategies for high-net-worth clients. Proven ability to mentor junior talent and collaborate effectively with internal and external partners to drive client acquisition and retention.

Highest-signal resume keywords

Wealth Strategy DevelopmentAdvanced Financial PlanningClient Relationship ManagementMentoring and CoachingConsultative Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Flow PlanningIncome Tax PlanningGift and Estate Tax PlanningInvestment StrategyRisk ManagementInsurance PlanningRetirement PlanningCharitable PlanningFinancial ModelingStrategic Recommendations

Soft Skills

Consultative ApproachExcellent CommunicationPresentation SkillsCollaborationInfluencing

Certifications & Qualifications

JDCPACFP®

Industry Keywords

Wealth ManagementHigh-Net-Worth ClientsUltra-High-Net-Worth ClientsPrivate BankingRegulatory Developments

About the role

Key responsibilities & impact

Serve as the primary wealth strategy expert for high-net-worth and ultra-high-net-worth clients and prospects
Partner with Wealth Management Advisors and the broader Private Bank team to lead discovery, develop integrated wealth strategies, and support implementation
Deliver comprehensive wealth strategies and participate in client meetings to acquire and retain key client relationships
Develop detailed understanding of client financial profiles, including net worth, cash flow, ownership structures, estate plans, and charitable goals
Lead customized wealth strategies across estate, income tax, gift and estate tax, investment, risk, insurance, and cash flow planning
Identify planning opportunities, research complex strategies, and review analyst-prepared financial modeling
Coordinate preparation and review of client deliverables and oversee analysts and junior strategists
Present recommendations, answer client and advisor questions, and support strategy execution
Coach and mentor Wealth Strategy Analysts and Wealth Strategists
Build referral relationships with internal partners and external centers of influence such as attorneys and CPAs
Contribute to internal and external thought leadership and maintain knowledge of legislative, regulatory, and market developments
Operate within the Bank’s risk framework and ensure adherence to policies and procedures
Perform other duties as assigned

Requirements

What you’ll need

Bachelor’s degree required
10+ years of experience in financial, estate, or wealth planning within 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 approach with excellent communication and presentation capabilities
Ability to collaborate, influence, and build relationships in a team-based environment
Ability to assess complex client scenarios and develop strategic recommendations
Experience supporting client acquisition and growth initiatives
JD, CPA, CFP®, or equivalent credentials preferred
Ability to synthesize complex financial scenarios into actionable client strategies
Demonstrated ability to mentor and develop junior talent
Ability to engage effectively with clients, advisors, and senior partners
Ongoing commitment to staying current with legislative and regulatory developments

Benefits

Comp & perks

Comprehensive benefits programs supporting physical, financial, emotional and social well-being
Incentive compensation plan eligibility based on company, line of business and/or individual performance
Differentiated compensation offerings
Employee benefits for employees and their families