Senior Wealth Strategy Analyst — HNW Planning

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

Job summary

Fifth Third Bank is seeking a Senior Wealth Strategy Analyst in Tampa, FL to deliver data-driven analyses and planning materials for high net worth clients. You will organize complex financial information, develop planning models, and prepare client-ready materials for meetings.

The role supports process improvements, collaboration with Wealth Strategists, and coaching for junior analysts while ensuring accuracy and timeliness within the bank's risk framework.

Qualifications

• Bachelor's degree required.
• 5+ years of wealth planning, financial analysis, or related field.
• Experience with wealth planning software (eMoney) and MS Office.
• Strong data organization and accuracy in analyses.
• Ability to collaborate with Wealth Strategists and team members.
• CFP or equivalent credentials preferred.

Responsibilities

• Review and organize client financial information to support analysis.
• Prepare cash flow models, estate flowcharts, and scenario-based planning.
• Develop client-ready materials for Wealth Strategists' meetings.
• Research advanced planning strategies across estate, tax, insurance, and cash flows.
• Track deliverables and coordinate workflow to ensure timely production of analyses.
• Update analyses as circumstances evolve and align with client objectives.
• Mentor junior analysts and support training within the team.
• Contribute to internal materials and planning collateral.
• Adhere to the bank's risk framework and quality standards.

Skills

Financial planning & analysis

Technical software proficiency

Attention to detail

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 deliver data-driven analyses and planning materials for high net worth clients. You will organize complex financial information, develop planning models, and prepare client-ready materials for meetings.

The role supports process improvements, collaboration with Wealth Strategists, and coaching for junior analysts while ensuring accuracy and timeliness within the bank's risk framework.