Senior Wealth Strategy & Planning Analyst

Fifth Third Bank; Naples (FL); On-site; USD 110,000 - 165,000; Full time

Job summary

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

The role emphasizes accuracy, process improvement, and mentoring junior analysts, with collaboration across the wealth planning team. A bachelor's degree and 5+ years in wealth planning or financial analysis are required; CFP® or equivalent credentials are preferred.

Qualifications

• Bachelor's degree required.
• 5+ years of experience in wealth planning or financial analysis.
• 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 with Wealth Strategists.
• Research advanced planning strategies across estate, tax, insurance, and cash flow.
• Track deliverables and coordinate workflow for timely outputs.
• Update analyses as client circumstances evolve.

Skills

Financial planning

Tech proficiency

Attention to detail

Team collaboration

Problem solving

Education

Bachelor's degree

Tools

eMoney or similar

Microsoft Office (Word, Excel, PowerPoint)

Job description

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

The role emphasizes accuracy, process improvement, and mentoring junior analysts, with collaboration across the wealth planning team. A bachelor's degree and 5+ years in wealth planning or financial analysis are required; CFP® or equivalent credentials are preferred.