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Senior Wealth Planning Strategist

Job in Nashville, Davidson County, Tennessee, 37247, USA
Listing for: Fifth Third Bank, N.A.
Full Time position
Listed on 2026-01-06
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading financial institution is seeking a Senior Wealth Strategist to serve high net worth clients and provide tailored wealth planning solutions. This role involves deep client engagement, managing complex financial issues, and guiding clients towards proactive financial strategies. The ideal candidate will possess a bachelor's degree, relevant certifications, and over 10 years of experience in financial planning. Strong communication and relationship-building skills are essential for success in this position.
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Position Requirements
10+ Years work experience
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