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GENERAL FUNCTION: This position reports directly to a designated Wealth Analyst Team Lead supporting the Private Bank. The Analyst will be responsible for software input and overseeing the production of a wealth planning deliverable for Private Bank clients. The Analyst will also assist Wealth Management Advisor or other Private Bank advisors with onboarding clients to the wealth planning platform.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES & RESPONSIBILITIES:
• Assist in the onboarding of clients into the planning system to build out client financial profile.
• Responsible for preparing wealth planning deliverables, including proactive, high impact planning solutions with supervision of Wealth Planning Team Lead.
• Work closely with Wealth Management Advisors and other Private Bank Advisors on financial planning strategies as part of client relationship.
• Develop wealth planning deliverable based on client goals and objectives.
• Must be able to understand client complexity and articulate concepts, in an understandable way.
• Identify opportunities to introduce a dedicated Wealth Planner for advanced wealth planning.
• Provide virtual support to Advisors regarding Wealth Planning solutions and the delivery of wealth plans.
• Adherence to all aspects of oversight, risk and compliance as it relates to following policy, process and procedure.
• Performs administrative duties as needed.
SUPERVISORY RESPONSIBILITIES: None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
• Bachelor's degree preferred.
• Minimum 2 years of related work experience.
• Must have technical competence in retirement, insurance, investment and cash flow/capital needs planning analysis.
• Advanced listening, written, and oral communication skills.
• Effective time management.
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Wealth Planning Analyst LOCATION -- Tampa, Florida 33602
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.
Job Type: Full time