Elite Wealth Advisor for High-Net-Worth Clients

First Citizens Bank; San Francisco (CA); On-site; USD 106,000 - 150,000; Full time

Job summary

First Citizens Bank in San Francisco seeks an Affluent Wealth Advisor to grow relationships with emerging High Net Worth clients in the innovation economy, delivering personalized guidance and ongoing relationship management.

You will collaborate with Wealth experts to deliver investment, insurance, credit and banking solutions, and partner with Commercial Bankers to transition clients to the local High Net Worth team.

Qualifications

• Bachelor's degree with 2+ years in financial services relationship management, banking or wealth management.
• Alternate: High School Diploma with 6 years of financial services exp.
• Series 7, 63 and 65 or 66 licenses required; state insurance licenses required.

Responsibilities

• Achieve financial results and client experience targets through proactive outreach and sales activities.
• Maintain strong client relationships with ongoing guidance and planning-based reviews.
• Collaborate with internal partners to deliver full wealth capabilities.
• Ensure compliance with bank policies and complete required training on schedule.

Skills

Client Relationship Management

Structured Sales Process

Banking Products

Financial Planning

Credit Underwriting

Business Development

Education

Bachelor's Degree in Financial Services

High School Diploma or GED

Job description

First Citizens Bank in San Francisco seeks an Affluent Wealth Advisor to grow relationships with emerging High Net Worth clients in the innovation economy, delivering personalized guidance and ongoing relationship management.

You will collaborate with Wealth experts to deliver investment, insurance, credit and banking solutions, and partner with Commercial Bankers to transition clients to the local High Net Worth team.