Senior Wealth Strategist

Responsibilities

• Partner with Wealth Management Advisors (WMAs) and the broader Private Bank team to deliver comprehensive wealth strategies and participate in client meetings.
• Develop a detailed understanding of client financial profiles, including net worth, cash flow, ownership structures, estate plans, and charitable goals.
• Lead the development of customized wealth strategies across estate, income tax, gift and estate tax, investment, risk, insurance, and cash flow planning disciplines.
• Identify planning opportunities, research complex strategies, and review financial modeling prepared by analysts to assess potential outcomes.
• Career Development: Coach and mentor Wealth Strategy Analysts and Wealth Strategists to support skill development and career growth.
• 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 while acting in the best interests of clients and colleagues.
• Perform other duties as assigned, adapting to shifting priorities to support team and organizational objectives.

Requirements

• Bachelor’s degree required.
• 10+ years of experience in financial, estate, or wealth planning within a professional services or wealth management environment.

Skills

• Advanced degree of proficiency in wealth strategy expertise, client advisory skills, relationship management, analytical thinking, business development support.
• Professional Credentials: JD, CPA, CFP®, or equivalent credentials preferred.
• Strategic Thinking: Ability to synthesize complex financial scenarios into actionable client strategies.
• Leadership & Coaching: Demonstrated ability to mentor and develop junior talent.
• Influence & Communication: Ability to engage effectively with clients, advisors, and senior partners.
• Industry & Regulatory Awareness: Ongoing commitment to staying current with legislative and regulatory developments.

Pay

Total Base Pay Range: $121,900.00 - $262,100.00 USD Annual

Schedule

N/A

Benefits

For details visit: Fifth Third's Benefits Page

Location

Indianapolis, Indiana 46204