Senior Wealth Strategy Analyst - Data-Driven Planning Leader

Fifth Third Bank; Chicago (IL); On-site; USD 71,000 - 146,000; Full time

Benefits offered by this job

Competitive base salary

Incentive compensation plan

Comprehensive benefits

Career development opportunities

Job summary

Fifth Third Bank is seeking a Senior Wealth Strategy Analyst in Tampa, FL to partner with Wealth Strategists and deliver data-driven analyses and client-ready planning deliverables. You will organize complex financial information, build planning models, prepare materials for client meetings, and mentor junior analysts while ensuring accuracy and adherence to risk and quality standards.

The role emphasizes collaboration across the team, process improvement, and staying current on industry

Qualifications

• Bachelor's degree; 5+ years in wealth planning or financial analysis.
• Experience in professional/financial services environment.
• CFP® or equivalent credentials preferred.

Responsibilities

• Review and organize client financial information to support analysis.
• Prepare cash flow models and wealth transfer scenarios.
• Develop client-ready materials for meetings.
• Ensure accuracy and timeliness within risk framework; collaborate with team.
• Mentor junior analysts and support team development.

Skills

Financial Planning & Analytical Skills

Technical Software Proficiency

Attention to Detail & Accuracy

Collaboration & Communication

Problem Solving

Education

Bachelor's degree

Tools

eMoney

Microsoft Office

Job description

Fifth Third Bank is seeking a Senior Wealth Strategy Analyst in Tampa, FL to partner with Wealth Strategists and deliver data-driven analyses and client-ready planning deliverables. You will organize complex financial information, build planning models, prepare materials for client meetings, and mentor junior analysts while ensuring accuracy and adherence to risk and quality standards.

The role emphasizes collaboration across the team, process improvement, and staying current on industry