Senior Wealth Strategist/ Planner

Welcome to Fifth Third Bank, where we believe in providing personalized financial solutions to help our clients achieve their wealth goals. We are currently seeking a Senior Wealth Strategist/Planner to join our team and assist our clients in developing comprehensive financial plans. As a Senior Wealth Strategist/Planner, you will have the opportunity to utilize your expertise and knowledge to guide our clients on their financial journey. We are looking for a highly skilled individual with a strong background in financial planning and a passion for helping others achieve their financial dreams. If you are a driven, detail-oriented professional with exceptional communication skills and a desire to make a positive impact on people's lives, we would love to hear from you. Join us at Fifth Third Bank and be a part of a team that is dedicated to providing exceptional financial solutions to our clients.

1. Develop comprehensive financial plans for clients based on their individual needs and goals.
2. Provide personalized financial solutions to clients to help them achieve their wealth goals.
3. Utilize expertise and knowledge in financial planning to guide clients on their financial journey.
4. Conduct thorough financial analysis to identify areas for improvement and provide recommendations.
5. Collaborate with other team members to ensure a cohesive and seamless client experience.
6. Build and maintain strong relationships with clients through effective communication and exceptional customer service.
7. Stay updated on industry trends and changes in financial regulations to provide accurate and relevant advice to clients.
8. Proactively identify opportunities to educate clients on financial planning strategies and solutions.
9. Act as a mentor and resource for junior team members, providing guidance and support in their professional development.
10. Maintain strict confidentiality and adhere to all ethical standards in handling client information.
11. Continuously strive to meet and exceed individual and team goals and targets.
12. Represent Fifth Third Bank in a positive and professional manner at all times.

According to JobzMall, the average salary range for a Senior Wealth Strategist/ Planner in Cincinnati, OH, USA is between $90,000 to $150,000 per year. However, this can vary depending on the individual's experience, skills, and the specific company they work for. Some Wealth Strategists/Planners may earn higher salaries if they have years of experience and a strong track record of success in the industry. Additionally, those who work for larger, more established financial firms may also earn higher salaries compared to those who work for smaller firms or as independent consultants.

Fifth Third Bank is a bank headquartered in Cincinnati, Ohio, at Fifth Third Center. Its main businesses are Commercial Banking, Branch Banking, Consumer Lending and Wealth & Asset Management.