Senior Risk Advisor for Wealth & Insurance Strategy

Fifth Third Bank, N.A.; Orlando (FL); On-site; USD 122,000 - 262,000; Full time

Job summary

Fifth Third Bank, N.A. is seeking a Senior Risk Advisory Consultant who delivers advanced insurance and risk-management guidance within a holistic wealth planning process.

You will partner with Wealth Advisors to identify client risks, review coverage, design strategies and coordinate implementation for high-net-worth clients. The role requires deep experience in insurance planning, complex case design and collaboration across wealth professionals.

Qualifications

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

Responsibilities

• Lead structured risk assessments for new and existing wealth strategies.
• Develop insurance strategies that complement estate planning and wealth goals.
• Explain complex insurance concepts and coordination considerations to clients.
• Collaborate with Wealth Advisors, Strategists and fiduciaries across the team.
• Lead complex cases from data gathering to policy delivery and underwriting.
• Review existing life, disability, LTC and annuity arrangements for alignment.
• Develop regional relationships and participate in planning discussions.
• Maintain complete documentation and ensure adherence to policies.
• Contribute to standards, templates and process improvements for risk advisory.
• Mentor junior team members and escalate complex matters to leadership.

Skills

Advanced risk assessment

Holistic solution design

Client advisory

Wealth team partnership

Case leadership

Policy review

Education

Bachelor's degree or equivalent

Insurance licenses for Life, Health and LTC

Job description

Fifth Third Bank, N.A. is seeking a Senior Risk Advisory Consultant who delivers advanced insurance and risk-management guidance within a holistic wealth planning process.

You will partner with Wealth Advisors to identify client risks, review coverage, design strategies and coordinate implementation for high-net-worth clients. The role requires deep experience in insurance planning, complex case design and collaboration across wealth professionals.