Senior Risk Advisory Consultant - Wealth & Insurance Strategy

Fifth Third Bank, N.A.

Atlanta (GA)

On-site

USD 122,000 - 262,000

Full time

12 days ago

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Job summary

Fifth Third Bank, N.A. is seeking a Senior Risk Advisory Consultant in the Cincinnati area to deliver advanced insurance and risk-management guidance within wealth planning. The role partners with Wealth Advisors to identify gaps, design strategies, and coordinate implementation for high-net-worth clients.

The incumbent leads complex cases, reviews existing policies, and collaborates across regional teams. A seasoned professional with licenses in Life, Health and Long-Term Care is preferred for

Qualifications

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

Responsibilities

  • Lead structured risk assessments for wealth strategies and identify gaps.
  • Develop insurance strategies aligned with estate planning and wealth transfer.
  • Explain complex insurance concepts to clients and external advisors.
  • Work with Wealth Advisors and other specialists from discovery to implementation.
  • Lead complex cases including data gathering, illustration review, and policy delivery.
  • Review existing policies for alignment with objectives and ownership structures.
  • Develop regional relationships and support advisor education and templates.
  • Provide guidance to junior team members and escalate complex matters.

Skills

Insurance risk analysis
Complex planning
Consultative communication
Case design & execution
Collaboration & judgment

Education

Bachelor’s degree

Job description

Fifth Third Bank, N.A. is seeking a Senior Risk Advisory Consultant in the Cincinnati area to deliver advanced insurance and risk-management guidance within wealth planning. The role partners with Wealth Advisors to identify gaps, design strategies, and coordinate implementation for high-net-worth clients.

The incumbent leads complex cases, reviews existing policies, and collaborates across regional teams. A seasoned professional with licenses in Life, Health and Long-Term Care is preferred for

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