Senior Wealth Strategist/ Planner
Are you a seasoned financial professional looking for a new and exciting opportunity to utilize your expertise? Look no further than Fifth Third Bank, where we are seeking a Senior Wealth Strategist/Planner to join our team. This role will provide you with the opportunity to work with high net worth clients, helping them to achieve their financial goals and build long-term wealth. We are looking for a candidate with a strong understanding of financial planning, as well as exceptional communication and relationship-building skills. If you are passionate about helping individuals and families secure their financial futures, we want to hear from you.
- Develop and implement comprehensive financial plans for high net worth clients.
- Conduct thorough financial analysis of clients' current financial status and provide strategic recommendations.
- Build and maintain strong relationships with clients, gaining a deep understanding of their financial goals and objectives.
- Collaborate with other financial professionals within the bank to provide a holistic approach to wealth management for clients.
- Continuously monitor and assess clients' financial plans, making necessary adjustments and updates as needed.
- Stay up-to-date on industry trends and changes in tax laws and regulations to ensure the most effective financial planning strategies for clients.
- Act as a trusted advisor to clients, providing guidance on investment options, insurance needs, and estate planning.
- Communicate complex financial information in a clear and concise manner to clients.
- Identify and pursue opportunities to upsell and cross-sell bank products and services to clients.
- Maintain a high level of professionalism and confidentiality when handling sensitive financial information.
- Represent the bank and its values in a positive manner when interacting with clients and colleagues.
- Meet and exceed sales goals and performance metrics set by the bank.
- Mentor and train junior wealth strategists/planners, providing guidance and support as needed.
- Collaborate with marketing and business development teams to attract and retain high net worth clients.
- Comply with all bank policies and regulations, ensuring ethical and legal practices at all times.
Extensive Experience In Wealth Management: A Senior Wealth Strategist/Planner At Fifth Third Bank Should Have At Least 7-10 Years Of Experience In The Field Of Wealth Management. This Should Include A Strong Track Record Of Managing Client Portfolios, Providing Financial Planning Advice, And Achieving Revenue Targets.
In-Depth Knowledge Of Financial Products And Services: The Ideal Candidate For This Role Should Have A Deep Understanding Of Various Financial Products And Services, Including Investment Management, Retirement Planning, Estate Planning, And Tax Strategies. They Should Also Be Up-To-Date On Industry Trends And Regulations.
Strong Communication And Relationship-Building Skills: As A Senior Wealth Strategist/Planner, The Candidate Will Be Responsible For Building And Maintaining Relationships With High Net Worth Clients. Therefore, Excellent Communication Skills, Both Written And Verbal, Are Essential. They Should Also Be Able To Collaborate Effectively With Internal Teams And External Partners.
Proven Leadership Abilities: Fifth Third Bank Is Looking For A Candidate Who Can Lead A Team Of Wealth Management Professionals And Drive Business Growth. The Candidate Should Have Previous Experience In Managing And Mentoring A Team, Along With The Ability To Provide Strategic Direction And Motivate Team Members.
Relevant Certifications And Qualifications: A Senior Wealth Strategist/Planner At Fifth Third Bank Should Hold A Bachelor's Degree In Finance, Economics, Or A Related Field. They Should Also Have Professional Certifications Such As Certified Financial Planner (Cfp), Chartered Financial Analyst (Cfa), Or Certified Wealth Strategist (Cws). These Qualifications Demonstrate A Commitment To Excellence And Credibility In The Wealth Management Industry.
Risk Management
Financial Planning
Investment Management
Client Relationship Management
Strategic Thinking
wealth management
Asset allocation
Strong Communication
Retirement planning
Estate Planning
Tax Planning
Analy
Communication
Conflict Resolution
Decision Making
Leadership
Problem Solving
Time management
creativity
Teamwork
Adaptability
Empathy
According to JobzMall, the average salary range for a Senior Wealth Strategist/ Planner in Charlotte, NC, USA is $120,000 - $150,000 per year. However, the actual salary may vary depending on factors such as experience, qualifications, and the specific company or organization they work for.
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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.
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