Senior Wealth Strategist
Fifth Third Bank(2 months ago)
About this role
A Senior Wealth Strategist at Fifth Third Bank is the primary wealth planning expert for high net worth clients with complex, multi-generational financial needs. The role focuses on delivering customized wealth plans and serving as a trusted advisor to clients, their advisors, and relationship managers. The position is based in Boca Raton, FL and supports the bank’s broader private wealth offerings.
Required Skills
- Wealth Planning
- Estate Planning
- Tax Planning
- Financial Modeling
- Client Advisory
- Relationship Management
- Communication
- Sales
- Coaching
- Research
Qualifications
- Bachelor's Degree
- CFP
- JD
- CPA
- LLM
About Fifth Third Bank
53.comFifth Third Bank has all the personal banking solutions to suit your needs. Learn about the features and benefits of our personal bank account today!
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