Lead Wealth Risk Advisory Consultant

Fifth Third Bank; Houston (TX); On-site; USD 122,000 - 262,000; Full time

Job summary

Fifth Third Bank is seeking a Senior Risk Advisory Consultant to deliver advanced insurance and risk-management guidance as part of our wealth planning process. You will partner with Wealth Advisors and Wealth Strategists to identify client risks, evaluate coverage and coordinate implementation.

You will lead complex cases, review existing policies and help strengthen Risk Advisory practices across SCAS, leveraging eight+ years of experience in insurance planning for high-net-worth clients.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Appropriate state licenses for Life, Health and Long-Term Care.
• Eight or more years of insurance planning or wealth planning experience.
• Experience advising high-net-worth clients with external advisors.

Responsibilities

• Lead advanced risk assessments for wealth strategies and identify gaps.
• Design insurance strategies aligned with estate and wealth plans.
• Explain complex concepts to clients and external advisors.
• Collaborate with wealth team from discovery to implementation.
• Lead complex cases including data gathering, analysis, underwriting coordination.
• Review existing policies for alignment with objectives and funding.
• Develop regional relationships and participate in planning discussions.
• Maintain complete documentation and ensure risk policies are followed.
• Contribute to practice development and mentor junior staff.
• Perform other duties as needed.

Skills

Insurance and Risk Analysis

Complex Planning

Consultative Communication

Case Design and Execution

Collaboration and Judgment

Education

Bachelor’s degree

Tools

Insurance Licenses

Job description

Fifth Third Bank is seeking a Senior Risk Advisory Consultant to deliver advanced insurance and risk-management guidance as part of our wealth planning process. You will partner with Wealth Advisors and Wealth Strategists to identify client risks, evaluate coverage and coordinate implementation.

You will lead complex cases, review existing policies and help strengthen Risk Advisory practices across SCAS, leveraging eight+ years of experience in insurance planning for high-net-worth clients.