Senior Wealth Strategist

Fifth Third Bank • Houston, TX

3d • 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 with more than $15 million in net worth, who have complex financial needs. The role partners closely with Wealth Management Advisors and the broader Private Bank team to lead client discovery, develop integrated wealth strategies, and support implementation. The position contributes to client acquisition, retention, and the overall client experience through advanced planning expertise.

The strategist leads customized planning across estate, income tax, gift and estate tax, investment, risk, insurance, retirement, charitable, and cash flow disciplines. The role includes researching complex strategies, reviewing financial modeling, coordinating client deliverables, presenting recommendations, and guiding analysts and junior strategists. It also involves developing referral relationships, contributing to thought leadership, staying current on legislative and regulatory developments, and operating within the Bank’s risk framework and policies.

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

Benefits

• Comprehensive benefits programs supporting employees’ and families’ physical, financial, emotional, and social well-being.
• Eligibility to participate in an incentive compensation plan, with payment based on company, line of business, and/or individual performance.

What This Job Offers

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