Senior Wealth Risk Advisor

Fifth Third Bank; Newport Beach (CA); Presencial; USD 122.000 - 262.000; Jornada completa

Descripción de la vacante

Fifth Third Bank is seeking a Senior Risk Advisory Consultant to deliver advanced insurance and risk-management advice within holistic wealth planning. You will partner with Wealth Advisors and Strategists to identify client risks, design strategies, and coordinate implementation across regions.

You will lead complex cases, review existing policies, and mentor junior team members while aligning with risk governance and regulatory requirements.

Formación

• Bachelor’s degree or equivalent combination of education and experience.
• Appropriate state insurance licenses for Life, Health and Long-Term Care, as required under Fifth Third licensing guidelines.
• Eight or more years of insurance planning, advanced case design, wealth planning or related financial-services experience.
• Demonstrated experience advising high-net-worth clients and collaborating with relationship managers, planners or external professional advisors.

Responsabilidades

• Lead advanced risk assessments for wealth strategies and identify protection and liquidity gaps.
• Develop insurance strategies that complement estate planning, wealth transfer, and business succession.
• Explain complex insurance concepts, tradeoffs and implementation considerations to clients and external advisors.
• Work with 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 and policy delivery.
• Evaluate existing life, disability, long-term care and annuity arrangements for alignment with objectives and ownership structures.
• Develop proactive regional relationships and help advisors identify situations needing Risk Advisory involvement.
• Maintain complete documentation and support review of recommendations and transactions.
• Contribute to standards, advisor education, templates and process improvements for the Risk Advisory model.
• Provide technical guidance and mentorship to the Risk Advisory Associate and others.

Conocimientos

Insurance & risk analysis

Complex planning

Consultative communication

Case design

Collaboration & judgment

Educación

Bachelor’s degree

Insurance licenses (Life, Health, LT Care)

Descripción del empleo

Fifth Third Bank is seeking a Senior Risk Advisory Consultant to deliver advanced insurance and risk-management advice within holistic wealth planning. You will partner with Wealth Advisors and Strategists to identify client risks, design strategies, and coordinate implementation across regions.

You will lead complex cases, review existing policies, and mentor junior team members while aligning with risk governance and regulatory requirements.