Wealth Strategy Analyst at Fifth Third Bank

Charlotte, North Carolina, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Wealth Management, FinanceIndustries

Requirements

Bachelor's degree in Business, Finance, or a related field or equivalent work experience
Technical competence in personal financial planning (retirement, college, tax planning)
Moderate to high degree of proficiency (typically 3–5 years of work or practical experience) in financial planning (retirement, college, and tax planning)
Knowledge of eMoney Advisor or comparable planning software and Microsoft Office Suite (Excel, PowerPoint, CoPilot, etc.)
Excellent verbal and written communication skills
Demonstrated ability to resolve operational issues
Ability to handle multiple tasks and work well under pressure

Responsibilities

Maintain in-depth knowledge of planning software tools and stay updated on enhancements
Support discovery experience and planning software via calls and Teams; train and coach users
Assist in developing training materials for planning software adoption
Develop and share ideas for improving planning tools and experience
Produce key analyses (Net Worth, Cash Flow, Tax) based on client priorities
Assist in onboarding clients in the portal and planning system
Serve as key contact for internal user questions and problem resolution
Perform in-depth research to resolve client problems timely
Create reports for utilization and process tracking
Participate in technology project teams and drive deliverables
Perform other duties as assigned, adapting to new tasks or shifts in priorities as necessary

Skills

eMoney

Financial Planning

Net Worth Analysis

Cash Flow Analysis

Tax Analysis

Microsoft Teams

Training Development

Reporting

Process Improvement

Client Onboarding

Fifth Third Bank

Provides banking, loans, and wealth management services

About Fifth Third Bank

Fifth Third Bank offers a variety of financial services, including personal and business banking, loans, mortgages, credit lines, and insurance products. Their services cater to individual consumers, small businesses, and commercial clients, providing comprehensive solutions for managing finances. The bank generates revenue through interest on loans, service fees, and commissions from insurance and investment products. Unlike many competitors, Fifth Third Bank emphasizes community engagement and financial education, providing resources to help clients improve their financial literacy. The goal of Fifth Third Bank is to support clients in achieving their financial objectives while fostering a strong connection with the communities they serve.

Cincinnati, OhioHeadquarters

1858Year Founded

IPOCompany Stage

Social Impact, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Paid Sick Leave

Paid Holidays

Performance Bonus

Flexible Work Hours

Risks

Rising interest rates may decrease demand for loans and mortgages.

Competition from fintechs like Robinhood threatens Fifth Third's wealth management sector.

Sophisticated cybersecurity threats pose risks to customer data and trust.

Differentiation

Fifth Third Bank offers comprehensive financial solutions for individuals and businesses.

The bank emphasizes community engagement and financial education for client empowerment.

It provides a wide range of insurance products, including life, health, and disability.

Upsides

Increased demand for digital banking boosts Fifth Third Bank's online service offerings.

Partnerships with fintech enhance technological capabilities and customer experience.

Growing interest in sustainable finance attracts environmentally conscious customers.

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