Senior Wealth Strategist

Fifth Third Bank

. Partner with Wealth Management Advisors and Private Bank teams to acquire and retain key client relationships .

Posted 9/21/2026full-timeUnited StatesSenior💰 $121,900 - $262,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced knowledge in wealth planning, including cash flow, income tax, estate tax, and investment strategies, while effectively mentoring junior talent and collaborating with clients and advisors to develop actionable financial strategies.

Highest-signal resume keywords

Wealth PlanningFinancial AnalysisClient Relationship ManagementMentoring and CoachingRegulatory Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Flow PlanningIncome Tax PlanningEstate Tax PlanningInvestment StrategiesInsurance PlanningRetirement PlanningCharitable PlanningFinancial ModelingStrategic RecommendationsClient Deliverables Review

Soft Skills

Consultative ApproachCommunication SkillsPresentation SkillsCollaborationInfluencing Skills

Certifications & Qualifications

JDCPACFP®

Industry Keywords

Wealth ManagementProfessional ServicesClient AcquisitionRisk ManagementLegislative Developments

About the role

Key responsibilities & impact

Partner with Wealth Management Advisors and Private Bank teams to acquire and retain key client relationships
Deliver comprehensive wealth strategies and participate in client meetings
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 and research complex strategies
Review financial modeling prepared by analysts to assess potential outcomes
Coordinate preparation and review of client deliverables
Provide oversight and guidance to analysts and junior strategists, ensuring accuracy, clarity, and alignment with planning recommendations
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
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
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
JD, CPA, CFP®, or equivalent credentials preferred

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