Fifth Third
Chapel Hill, North Carolina
Senior Wealth Strategist - Franklin Street Partners
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Apply to Senior Wealth Strategist - Franklin Street Partners at Fifth ThirdJob details
- Location
- Chapel Hill, North Carolina
- Work type
- Onsite
- Posted
- 1 week ago
- Apply on
- fifththird.wd5.myworkdayjobs.com
About this role
Bachelor's in Business/Finance/Accounting, 10+ years wealth or estate planning experience in financial services/RIA, professional designation preferred (CFP/JD/CPA/LLM), proficiency with eMoney and Microsoft Office, strong client communication and strategic influence.
What you'll do at Fifth Third:
- designing strategies
- advising clients
- mentoring advisors
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