Full-Time

Sr Wealth Planning Analyst

Posted on 1/24/2025

Fifth Third Bank

Fifth Third Bank

10,001+ employees

Provides diverse banking and financial services

Compensation Overview

$69.8k - $143.1kAnnually

+ Incentive Compensation Plan

Senior

Naples, FL, USA + 17 more

More locations: Orlando, FL, USA | Dayton, OH, USA | Indianapolis, IN, USA | Louisville, KY, USA | Detroit, MI, USA | Cleveland, OH, USA | Tampa, FL, USA | Grand Rapids, MI, USA | Chicago, IL, USA | Norridge, IL, USA | Charlotte, NC, USA | Toledo, OH, USA | Columbus, OH, USA | Bloomington, IN, USA | Evansville, IN, USA | Atlanta, GA, USA | Cincinnati, OH, USA

Job available in multiple cities: Cincinnati, OH; Tampa, FL; Detroit, MI; Louisville, KY; Evansville, IN; Columbus, OH; Grand Rapids, MI; Atlanta, GA; Cleveland, OH; Dayton, OH; Indianapolis, IN; Toledo, OH; Chicago, IL; Orlando, FL; Rosemont, IL; Nashville, IN; Naples, FL; Charlotte, NC.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Financial Modeling
Requirements
  • Bachelor's degree
  • Minimum five (5) years of related work experience
  • CFP Certification
  • Knowledge of financial planning programs (eMoney Advisor or comparable planning software systems)
  • Technical competence and skills relating to personal financial planning (retirement, college and tax planning, etc.)
  • Computer software and related technical skills including Microsoft Office Suite
  • Advanced listening, written, and oral communication skills
  • Ability to handle multiple tasks and work well under pressure
  • Effective time management
  • Resourcefulness in finding creative solutions
  • Ability to process, analyze, and articulate advanced planning solutions
Responsibilities
  • Work closely with prospects, clients, and the client service teams to produce key current state analyses (Net Worth Statements, Current Cash Flow, Tax, etc.) based upon the clients’/prospect’s priorities, goals and objectives.
  • Understand and memorialize the entirety of the client’s and prospects current financial structure (estate & wealth transfer, family tree, business entity, etc.) by leveraging Life360 and other tools as identified.
  • Memorialize and help to maintain, in collaboration with the Private Bank team, a Wealth Strategy for each client and prospect.
  • When necessary, assist in the onboarding of clients into the Life360 planning system.
  • Identifies missing information and notifies the team, coordinating a timely production process.
  • Identifies issues and planning opportunities for review and discussion with the team.
  • Responsible for the development of a more comprehensive analysis through the development, delivery and implementation of advanced planning techniques: (estate, tax, insurance, option, investment, retirement).
  • Conducts research related to various advanced planning techniques and strategies (tax, estate, etc.) under consideration by clients and develops financial modeling and flowcharts to demonstrate the economic impact of the strategies.
  • Suggest relevant information to include in financial plan strategy and recommendations to convey importance of next steps in addressing objectives and concerns of affluent client’s financial plan.
  • May participate in the delivery of Wealth Planning Experiences to clients and their advisors and assist in responding to their questions.
  • Coaches and counsels other Analysts on financial planning strategies via formal training or as part of their day to day interactions.
  • Responsible for providing Wealth Planning Analysts timely, candid, and constructive plan performance feedback.
  • Assists with development and presentation of training programs.
  • Must be able to converse with clients, their advisors, and Private Bank team members convincingly.
  • Remains knowledgeable and up to date on detailed and complex advanced planning techniques and relevant legislative, regulatory, and case law changes.
  • Participates actively in community affairs and professional associations to deepen knowledge of trends, practices, and relations.
  • Displays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority.
  • Supports Wealth Strategists in the development of thought leadership internally and externally in the form of internal white papers, presentations, calls, webinars, etc.
  • Participates in the ongoing development of the wealth planning process.
  • Adherence to all aspects of oversight, risk and compliance as it relates to following policy, process and procedure.
  • Performs administrative duties as needed.
Desired Qualifications
  • Knowledge of Private Banking, Brokerage, Insurance and/or Trust
  • Graduate degree in business, financial services, accounting, law, or other related discipline

Fifth Third Bank provides a variety of financial services to individual consumers, small businesses, and commercial clients. Its offerings include personal banking products like checking and savings accounts, mortgages, personal loans, and insurance options such as life and health coverage. For businesses, the bank offers services including business accounts, commercial loans, and treasury management. Fifth Third Bank's revenue comes from interest on loans, account service fees, and commissions from insurance and wealth management services. The bank aims to help clients achieve their financial goals through comprehensive financial planning and retirement services.

Company Size

10,001+

Company Stage

IPO

Headquarters

Cincinnati, Ohio

Founded

1858

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased digital banking adoption enhances customer engagement and operational efficiency.
  • Fintech partnerships enable innovative services and improved customer experience.
  • AI in fraud detection enhances security and reduces financial losses.

What critics are saying

  • Competition from fintechs could erode market share with user-friendly services.
  • DeFi platforms threaten traditional banking services, reducing demand for loans and investments.
  • Scaling digital infrastructure rapidly is challenging to meet growing consumer preferences.

What makes Fifth Third Bank unique

  • Fifth Third Bank offers a comprehensive range of personal and business banking services.
  • The bank provides specialized services like down payment assistance and escrow education.
  • Fifth Third Bank integrates wealth management with traditional banking for holistic financial solutions.

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Benefits

Health Insurance

Paid Sick Leave

Paid Holidays

Performance Bonus

Flexible Work Hours

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