Senior UHNW Wealth Strategist & Advisor

Fifth Third; United States; On-site; USD 150,000 - 190,000; Full time

Job summary

Fifth Third Bank in Chapel Hill, NC is seeking a Senior Wealth Strategist to lead advanced wealth planning for ultra-high-net-worth clients. You will design integrated strategies across estate, tax, investment, retirement, and insurance, collaborating with advisors, client teams, and external professionals.

This senior individual contributor role requires 10+ years in wealth or estate planning, a bachelor's degree in business-related field, and professional designation (CFP, JD, CPA, or LLM)

Qualifications

• 10+ years of wealth planning experience in financial services or RIA.
• Bachelor's degree in Business, Finance, Accounting, or related field.
• CFP, JD, CPA, or LLM preferred as professional designation.

Responsibilities

• Lead design and delivery of sophisticated wealth strategies for ultra-high-net-worth clients.
• Engage with clients and advisors to influence decisions and present strategies.
• Serve as SME on planning needs for independent advisor models.
• Partner with advisors to enhance planning capabilities and outcomes.
• Ensure deliverables meet firm standards and regulatory requirements.
• Develop advanced planning content and client-facing presentations.
• Improve planning processes and tools to scale the RIA platform.
• Mentor strategists, analysts, and advisors to elevate capabilities.
• Maintain industry presence and share best practices.

Skills

Advanced Wealth Planning

Strategic Influence

Client Communication

Analytical Thinking

Technology Proficiency

Education

Bachelor's degree in Business, Finance, Accounting, or related field

Tools

eMoney or similar

Job description

Fifth Third Bank in Chapel Hill, NC is seeking a Senior Wealth Strategist to lead advanced wealth planning for ultra-high-net-worth clients. You will design integrated strategies across estate, tax, investment, retirement, and insurance, collaborating with advisors, client teams, and external professionals.

This senior individual contributor role requires 10+ years in wealth or estate planning, a bachelor's degree in business-related field, and professional designation (CFP, JD, CPA, or LLM)