Senior Wealth Strategy Analyst - Data-Driven Financial Planning

Fifth Third Bank; Orlando (FL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Comprehensive benefits

Incentive compensation plan

Job summary

Fifth Third Bank in Tampa, FL seeks a Senior Wealth Strategy Analyst to partner with Wealth Strategists, delivering data-driven analysis and client-ready planning deliverables for high net worth clients.

You will organize financial information, build planning models, prepare materials for client meetings, and help mentor junior analysts while ensuring accuracy and compliance. The role also supports process improvements and cross-team collaboration.

Qualifications

• Bachelor's degree in a related field is required.
• 5+ years of wealth planning, financial analysis, or related experience.
• Experience in professional services or financial services environments.

Responsibilities

• Review and organize client financial information to support analysis.
• Prepare detailed analyses and planning models such as cash flow and estate planning.
• Develop high-quality, client-ready materials for Wealth Strategists.
• Conduct research on planning strategies and summarize findings for review.
• Track deliverables and coordinate workflow to ensure timely production.
• Update analyses as client circumstances evolve and stay aligned with objectives.
• Collaborate with Wealth Strategists and team members to support planning efforts.
• Provide guidance and mentoring to junior analysts.
• Develop internal materials and presentations to educate clients and staff.
• Operate within the Bank’s risk framework and ensure compliance.
• Perform other duties as assigned.

Skills

Financial planning

Data analysis

Attention to detail

Education

Bachelor's degree

Tools

eMoney

Excel

PowerPoint

Word

Job description

Fifth Third Bank in Tampa, FL seeks a Senior Wealth Strategy Analyst to partner with Wealth Strategists, delivering data-driven analysis and client-ready planning deliverables for high net worth clients.

You will organize financial information, build planning models, prepare materials for client meetings, and help mentor junior analysts while ensuring accuracy and compliance. The role also supports process improvements and cross-team collaboration.