Senior Risk Advisory Consultant – Wealth Insurance Strategy

Fifth Third Bank; Cincinnati (OH); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

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

As a senior specialist, you will lead complex cases, review policies, and develop proactive regional relationships while ensuring compliance and high-quality client service.

Qualifications

• Bachelor's degree and professional licenses in Life, Health and Long-Term Care.
• Eight or more years of insurance planning or wealth planning experience.
• Experience advising high-net-worth clients and collaborating with advisors.

Responsabilités

• Lead advanced risk assessments for 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 clearly.
• 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 objectives and ownership structures.
• Develop proactive relationships across assigned regions, participate in opportunity planning discussions, and help advisors identify situations requiring Risk Advisory involvement.
• Maintain complete documentation, follow policies and support review of recommendations and transactions.

Connaissances

Insurance & Risk Analysis

Complex Planning

Consultative Communication

Case Design & Execution

Collaboration & Judgment

Formation

Bachelor's degree

State insurance licenses (Life, Health, LT Care)

Description du poste

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

As a senior specialist, you will lead complex cases, review policies, and develop proactive regional relationships while ensuring compliance and high-quality client service.