Senior Risk & Wealth Advisory Consultant

Fifth Third Bank, N.A.; Dallas (TX); In loco; USD 122.000 - 262.000; Tempo pieno

Descrizione del lavoro

Fifth Third Bank, N.A. seeks a Senior Risk Advisory Consultant to deliver advanced insurance and risk-management guidance within our wealth planning framework.

You will partner with Wealth Advisors and Wealth Strategists to identify client risks, evaluate coverage, design strategies and coordinate implementation. Aligned to designated regions, you lead complex cases, review existing policies, and mentor associates while supporting regional advisor relationships.

Competenze

• Eight or more years of insurance planning, advanced case design, wealth planning or related financial-services experience.
• Appropriate state insurance licenses for Life, Health and Long-Term Care.
• Demonstrated experience advising high-net-worth clients and collaborating with external advisors.

Mansioni

• 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.
• Perform other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team's and the company's mission.

Conoscenze

Insurance & Risk Analysis

Complex Planning

Consultative Communication

Case Design & Execution

Collaboration & Judgment

Formazione

Bachelor’s degree or equivalent

Descrizione del lavoro

Fifth Third Bank, N.A. seeks a Senior Risk Advisory Consultant to deliver advanced insurance and risk-management guidance within our wealth planning framework.

You will partner with Wealth Advisors and Wealth Strategists to identify client risks, evaluate coverage, design strategies and coordinate implementation. Aligned to designated regions, you lead complex cases, review existing policies, and mentor associates while supporting regional advisor relationships.