Senior Wealth Strategist

Fifth Third Bank • Indianapolis, IN

1d • $121,900 - $262,100 • Onsite

About The Position

The Senior Wealth Strategist serves as the primary wealth strategy expert for high-net-worth and ultra-high-net-worth clients and prospects (generally > $15MM net worth) with complex financial needs. This role partners closely with Wealth Management Advisors (WMAs) and the broader Private Bank team to lead discovery, develop integrated wealth strategies, and support implementation. The role contributes directly to client acquisition, retention, and overall client experience through advanced planning expertise.

Requirements

• Bachelor’s degree required.
• 10+ years of experience in financial, estate, or wealth planning within a professional services or wealth management environment.
• Advanced knowledge across cash flow, income tax, gift and estate tax, investment, insurance, retirement, estate, and charitable planning.
• Strong consultative approach with excellent communication and presentation capabilities.
• Ability to collaborate, influence, and build relationships in a team-based environment.
• Ability to assess complex client scenarios and develop strategic recommendations.
• Experience supporting client acquisition and growth initiatives.

Nice To Haves

• JD, CPA, CFP®, or equivalent credentials preferred.
• Ability to synthesize complex financial scenarios into actionable client strategies.
• Demonstrated ability to mentor and develop junior talent.
• Ability to engage effectively with clients, advisors, and senior partners.
• Ongoing commitment to staying current with legislative and regulatory developments.

Responsibilities

• Partner with WMAs and Private Bank teams to acquire and retain key client relationships by delivering comprehensive wealth strategies and participating in client meetings.
• Develop a detailed understanding of client financial profiles, including net worth, cash flow, ownership structures, estate plans, and charitable goals.
• Lead the development of customized wealth strategies across estate, income tax, gift and estate tax, investment, risk, insurance, and cash flow planning disciplines.
• Identify planning opportunities, research complex strategies, and review financial modeling prepared by analysts to assess potential outcomes.
• Coordinate preparation and review of client deliverables and provide oversight and guidance to analysts and junior strategists, ensuring accuracy, clarity, and alignment with planning recommendations.
• Present recommendations, answer client and advisor questions, and support execution of strategies in partnership with the broader team.
• Coach and mentor Wealth Strategy Analysts and Wealth Strategists to support skill development and career growth.
• Build referral relationships with internal partners and external centers of influence such as attorneys and CPAs.
• Contribute to internal and external thought leadership and maintain knowledge of legislative, regulatory, and market developments.
• Operate within the Bank’s risk framework and ensure adherence to policies and procedures while acting in the best interests of clients and colleagues.
• Perform other duties as assigned, adapting to shifting priorities to support team and organizational objectives.

Benefits

• Comprehensive benefits and differentiated compensation offerings
• Eligible to participate in an incentive compensation plan
• Extensive benefits programs designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior