Senior UHNW Wealth Strategist

Fifth Third Bank; Dallas (TX); On-site; USD 150,000 - 210,000; Full time

Job summary

Fifth Third Bank is seeking a Senior Wealth Strategist to serve as the primary wealth-strategy expert for high-net-worth clients with complex financial needs. You will partner with Wealth Management Advisors and the Private Bank to lead discovery, craft integrated wealth strategies, and support implementation.

Responsibilities include client engagement, detailed client profiling, and coordinating deliverables while mentoring junior strategists and supporting business development with internal

Qualifications

• Advanced knowledge across cash flow, income tax, gift and estate tax, investment, insurance, retirement and charitable planning.
• Strong consultative approach with excellent communication and presentation capabilities.
• Ability to collaborate, influence, and build relationships in a team-based environment.

Responsibilities

• Partner with WMAs and Private Bank teams to acquire and retain key client relationships by delivering comprehensive wealth strategies.
• Develop detailed understanding of client profiles including net worth, cash flow and estate plans.
• Lead development of customized wealth strategies across estate, tax, investment, and cash flow planning.

Skills

Wealth strategy

Client advisory

Relationship management

Analytical thinking

Business development

Leadership coaching

Influence & communication

Industry & regulatory awareness

Education

Bachelor’s degree

Job description

Fifth Third Bank is seeking a Senior Wealth Strategist to serve as the primary wealth-strategy expert for high-net-worth clients with complex financial needs. You will partner with Wealth Management Advisors and the Private Bank to lead discovery, craft integrated wealth strategies, and support implementation.

Responsibilities include client engagement, detailed client profiling, and coordinating deliverables while mentoring junior strategists and supporting business development with internal