Senior Risk Advisory Architect for Wealth Strategy

Fifth Third Bank, N.A.; Tampa (FL); Vor Ort; USD 122.000 - 262.000; Vollzeit

Zusammenfassung

Fifth Third Bank, National Association is seeking a Senior Risk Advisory Consultant to deliver advanced insurance and risk-management advice as part of holistic wealth planning. You will partner with Wealth Advisors to identify client risks, evaluate coverage, design strategies and coordinate implementation across designated regions.

The role requires eight+ years in insurance planning or wealth planning, licenses for Life/Health/LT Care, and the ability to lead complex cases while mentoring

Qualifikationen

• Bachelor’s degree or equivalent combination of education and experience.
• Appropriate state insurance licenses for Life, Health and Long-Term Care, as required under Fifth Third licensing guidelines.
• Eight or more years of insurance planning, advanced case design, wealth planning or related financial-services experience.
• Demonstrated experience advising high-net-worth clients and collaborating with relationship managers, planners or external professional advisors.

Aufgaben

• Lead structured risk assessments for new and existing wealth strategies, identify protection and liquidity gaps, and document findings and recommended next steps.
• Develop insurance strategies that complement estate planning, wealth transfer, business succession, executive benefits, charitable objectives and broader client financial goals.
• Explain complex insurance concepts, tradeoffs and implementation considerations to clients and their external advisors in a clear, balanced and understandable manner.
• Work alongside Wealth Advisors, Wealth Strategists, fiduciary professionals and other SCAS specialists from discovery through recommendation and implementation.
• Lead complex cases, including data gathering, financial and policy analysis, illustration review, carrier engagement, underwriting coordination, application strategy and policy delivery.
• Evaluate existing life, disability, long-term care and annuity arrangements for alignment with current objectives, ownership structures, funding assumptions and service needs.
• Develop proactive relationships across assigned regions, participate in opportunity and planning discussions, and help advisors identify situations requiring Risk Advisory involvement.
• Maintain complete documentation, follow applicable policies and procedures, elevate exceptions and concerns, and support appropriate review of recommendations and transactions.
• Contribute to assessment questions, planning standards, advisor education, templates and process improvements that scale the Risk Advisory model.
• Provide technical guidance and case support to the Risk Advisory Associate and less-experienced partners while escalating the most complex matters to the Director.
• Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team's and the company's mission.

Kenntnisse

Advanced risk assessment

Holistic solution design

Client advisory

Wealth team partnership

Case leadership

Existing policy review

Regional engagement

Quality and risk management

Practice development

Mentorship

Ausbildung

Bachelor’s degree

Insurance licenses (Life, Health, LT Care)

Jobbeschreibung

Fifth Third Bank, National Association is seeking a Senior Risk Advisory Consultant to deliver advanced insurance and risk-management advice as part of holistic wealth planning. You will partner with Wealth Advisors to identify client risks, evaluate coverage, design strategies and coordinate implementation across designated regions.

The role requires eight+ years in insurance planning or wealth planning, licenses for Life/Health/LT Care, and the ability to lead complex cases while mentoring