Elite Wealth Strategist — High‑Net‑Worth Planning Lead
Fifth Third Bank, N.A.
Fifth Third Bank, N.A. is seeking a Senior Wealth Strategist in Dallas, Texas to play a vital role in acquiring significant client relationships, develop and deliver comprehensive wealth plans, while providing coaching and guidance to team members. Candidates should have a Bachelor’s degree and substantial experience in financial planning. This role involves close collaboration with high net worth clients and requires advanced communication skills and resourcefulness in problem-solving. The company offers a competitive salary and comprehensive benefits. #J-18808-Ljbffr Fifth Third Bank, N.A.
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$157.2k
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...Tax Fees About Us We are a forward-thinking, client-focused wealth management firm dedicated to serving high-net-worth individuals. Our mission is to provide proactive, integrated financial and tax planning. We aim to create lasting impact through strategy, collaboration...High net worthFull time$100k
...billable hours? A wealth strategist or private banker... ...& blue jeans with net worths of at least... ...about a family's net worth, insurability, &... ...laugh often, & we lead with humility. We'... ...You coach, build, plan, & spot patterns -... ...simultaneously You hold high standards, help...Hourly payFor contractorsWork at officeImmediate startShift work- ...salary + performance/commission on plans and tax filings (no caps on... ...growing—and we’re hiring a CPA / Tax Strategist & Financial Planner to join their collaborative wealth management team. They’re a client-centered RIA serving high-net-worth individuals and families,...High net worthWork at office
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