Job Description & How to Apply Below
Elevate wealth management expertise at Fifth Third Bank as a Senior Wealth Strategist in Los Angeles, California. Focus on delivering customized wealth plans for high net worth clients with complex financial needs.
This role targets experienced professionals with over 10 years in financial or estate planning at high-quality firms. You'll serve as the primary resource, working with financial advisors to design tailored wealth strategies for clients with substantial assets. Collaborate with a team to implement effective financial solutions while ensuring a positive client experience.
Key Responsibilities:
• Acquire significant high net worth relationships
• Develop and present customized wealth strategies
• Coordinate cash flow and estate planning analyses
• Supervise Analysts and Wealth Strategists
• Conduct research on complex planning issues
Requirements:
• Bachelor's degree required
• CFP, JD, CPA, or LLM needed
• 10+ years in financial services
• Strong expertise in tax and estate planning
• Excellent communication skills
Drive high-impact wealth management solutions and enhance client satisfaction in this pivotal role at Fifth Third Bank.
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