Fifth Third Bank Wealth Planning Senior Analyst. in INDIANAPOLIS, Indiana
Fifth Third Bank is one of the top-performing banks in the country, with a heritage that spans more than 150 years. We've staked our claim on looking at things differently to making banking a Fifth Third Better. This applies to our relationships with customers and employees alike.
We employ about 18,000 people, and what we offer is:
# A chance for employees to build their future, with supportive career development and financial wellness programs.
# An environment where we win together. We celebrate achievement and work collaboratively. We're also a three-time Gallup Great Workplace honoree.
# An invitation to impact lives in a positive and lasting way. Everything we do is geared toward improving lives. That's fun and exciting.
It comes down to the fact that Fifth Third is a warm and caring place to with which to grow # as a customer or as a team member.
The Wealth and Asset Management division puts more than 100 years of experience to work to help individual, business, and institutional clients build and manage their wealth. Better ideas # and better solutions # begin with better listening. Listening to our clients is at the heart of our strategy to help our clients achieve their financial goals.
GENERAL FUNCTION: The position reports directly to the Wealth Planning Production Manager. The Senior Analyst's primary goal is to ensure that the wealth plans provided across the Bancorp by the Wealth Planning Analyst Group are done in the mostcomplete, accurate and efficient manner possible. The Senior Analyst will provide the analysis and production of more complex financial plans for Wealth Planners and provide the analysis, production and delivery of less complex plans for Client Advisorson an as-needed basis. The Senior Analyst will assist in the training and supervision of Wealth Planning Analysts and Junior Analysts, monitor and disseminate best financial planning practices for the group, and assist the Analyst Manager with productionand processing initiatives and goals.
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 thatactions 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.
DUTIES & RESPONSIBILITIES:
Provide professional consulting / advisory services and solutions to clients through the development, delivery and implementation of financial planning: cash flow, investment, tax, insurance, options, retirement, estate
Review all wealth plans produced by Wealth Planning Analysts for accuracy, completeness, sufficiency, and overall comprehensiveness within the scope of the engagement
Coach and counsel Wealth Planning Analysts and Junior Analysts on wealth planning techniques, planning software, and general wealth plan production.
Assist with the development and presentation of training programs associated with Wealth Planning for both internal and external clients and Client Advisors
Be proficient in profiling clients and be able to articulate planning concepts to both clients and Client Advisors
Serve as a mentor to PCAs in the final stage of their certification process
Be responsible for special projects regarding process and product improvements
Gain advanced software and systems experience
Assist in executive planning engagements and other initiatives to enhance the sale of planning services throughout the Bancorp
SUPERVISORY RESPONSIBILITIES: Responsible for providing Wealth Planning Analysts and Junior Analysts timely, candid and constructive plan performance feedback. Serve as supervisor (mentor) to PCAs going through the certification process.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
Advance degree or financial planning accreditation including CFP, CTFA, MBA, CPA
Minimum five years of related work experience
Must have technical competence in estate, tax, option, retirement, insurance, investment and cash flow/capital needs wealth planning analysis
Advanced listening, written, and oral communications skills
Resourcefulness in finding creative solutions
Ability to process, analyze, and articulate advanced planning solutions
Ability to travel Bancorp wide to assist in planning sessions, training and possible client sales meetings
Fifth Third Bank 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.