Elite Wealth Strategist Planning Lead

Fifth Third Bank, N.A.

Dallas, TX

JOB DETAILS
SKILLS
Acquisition Strategy, Banking Services, Certified Public Accountant (CPA), Compensation and Benefits, Customer Acquisition, Estate Planning, Financial Planning, High Net Worth, Private Banking, Strategic Planning, Team Player
LOCATION
Dallas, TX
POSTED
Today

Fifth Third Bank, N.A. in Dallas, Texas seeks a Senior Wealth Strategist to lead high-net-worth client engagements and develop comprehensive wealth plans. Applicants should possess at least 10 years of experience in financial or estate planning and hold a Bachelor's degree along with CFP, JD, CPA, or LLM qualifications.This role emphasizes client acquisition, strategy development, and teamwork within the Private Bank environment. Competitive compensation and comprehensive benefits are part of the total rewards package.#J-18808-Ljbffr

About the Company

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Fifth Third Bank, N.A.