Fifth Third Bank in Tampa, FL seeks a Senior Wealth Strategy Analyst to partner with Wealth Strategists, delivering data-driven analysis and client-ready planning deliverables for high net worth clients.
You will organize financial information, build planning models, prepare materials for client meetings, and help mentor junior analysts while ensuring accuracy and compliance. The role also supports process improvements and cross-team collaboration.
#J-18808-LjbffrSenior Wealth Strategy Analyst - Data-Driven Financial Planning in orlando at Unknown Company
This position is listed as full time and onsite.