Senior Wealth Strategist

• Franklin Street Partners Fifth Third Bank
• 3.

5 Chapel Hill, NC Job Details Full-time 18 hours ago Qualifications Estate planning needs analysis Financial planning software Wealth management Financial plan development Financial client presentations Income tax planning Bachelor's degree Financial services Insurance for risk management Productivity software Estate planning Retirement planning advisory services Technical Proficiency Stakeholder relationship building Full Job Description Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

ABOUT THE ROLE

The Senior Wealth Strategist is a senior-level individual contributor role responsible for advanced wealth planning for ultra-high-net-worth clients within the firm. This role partners closely with advisors, client teams, and external professionals to design and deliver sophisticated, integrated wealth strategies across estate, tax, investment, retirement, and insurance disciplines. Operating as a trusted expert and strategic thought partner, this role leads through influence, driving complex client outcomes, advancing planning capabilities, and elevating the overall wealth strategy platform. The Senior Wealth Strategist plays a critical role in shaping best practices, mentoring teammates, and serving as a visible subject matter leader across the organization. Please see below for specific responsibilities and requirements for this role.

YOUR RESPONSIBILITIES

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.

Advanced Wealth Strategy Execution:

Lead the design and delivery of complex, customized wealth strategies for ultra-high-net-worth clients, including multi-generational, entity-level, and cross-border planning considerations.

Client Engagement & Influence:

Act as a senior advisor in client engagements, presenting strategies, simplifying complex concepts, and influencing decision-making alongside lead advisors.

RIA Planning Expertise:

Serve as a subject matter expert on RIA-specific planning needs, aligning strategies with independent advisor models and client expectations.

Advisor Partnership & Elevation:

Partner with advisors to enhance their ability to identify, position, and deliver wealth strategy solutions; provide guidance on complex planning scenarios.

Deliverable Ownership & Quality:

Own the accuracy, consistency, and quality of sophisticated client deliverables, ensuring alignment with firm standards and client objectives.

Thought Leadership Development:

Create advanced planning content, insights, and presentations that support advisor engagement and position the firm as a leader in wealth strategy.

Process & Capability Enhancement:

Identify and implement improvements in planning processes, tools, and workflows to drive scalability and consistency across the RIA platform.

Mentorship & Knowledge Sharing:

Provide informal mentorship and coaching to strategists, analysts, and advisors, elevating technical capabilities across the broader team.

Risk & Compliance Stewardship:

Ensure all recommendations and deliverables meet regulatory, fiduciary, and firm policy standards.

External Presence & Industry Engagement:

Maintain an active presence in industry organizations and forums, bringing forward insights and best practices to the firm.

Other Duties:

Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team's and the company's mission.

MINIMUM REQUIREMENTS

Bachelor's degree in Business, Finance, Accounting, or related field. Minimum 10+ years of experience in wealth planning, estate planning, or advanced financial planning within a financial services or RIA environment. Demonstrated experience supporting complex, high-net-worth or ultra-high-net-worth. Professional designation (CFP, JD, CPA, or LLM) preferred.

REQUIRED SKILLS

Qualified candidates will possess an advanced degree of proficiency (typically from 10+ years of work or practical experience), in:

Advanced Wealth Planning Expertise:

Deep technical knowledge across estate, tax, investment, retirement, and insurance planning

Strategic Influence:

Ability to lead through expertise and influence outcomes without direct authority

Client Communication & Presentation:

Exceptional ability to translate complex planning concepts into clear, compelling client-facing narratives

Analytical & Problem Solving Skills:

Strong ability to synthesize complex information and develop tailored solutions

Technology Proficiency:

Experience with financial planning tools (e.g., eMoney or similar) and Microsoft Office Suite Please refer to the "Skills for Success" section to learn how to stand out as an applicant.

SKILLS FOR SUCCESS

Qualified candidates will possess a high degree of proficiency (typically from 10+ years of work or practical experience), across a suite of skills including, but not limited to:

Leadership Without Authority:

Demonstrated ability to influence, guide, and elevate others without formal management responsibility

Relationship Management:

Strong ability to build trusted partnerships with advisors, clients, and internal stakeholders

Business Acumen:

Solid understanding of the RIA model and how to scale planning capabilities within it

Continuous Learning:

Commitment to staying current on evolving regulations, tax laws, and planning strategies

Executive Presence:

Confidence and credibility in client-facing and internal leadership settings

DOING THE RIGHT THING

Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets —including you. Senior Wealth Strategist

• Franklin Street Partners At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other.

Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.

com Careers page at:

https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

LOCATION

• Chapel Hill, North Carolina 27517 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes
• no matter how they are submitted
• will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.