High Net Worth Wealth Advisor

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

Job summary

First Citizens Wealth in San Francisco seeks an Affluent Wealth Advisor to grow relationships with emerging high net worth clients, delivering tailored investment, insurance, and banking guidance through a planning framework and ongoing reviews.

You will collaborate with Wealth experts and Commercial Bankers to provide seamless, holistic recommendations that align with client goals, risk tolerance, and regulatory requirements.

Qualifications

• Bachelor's Degree and 2 years of experience in Financial Services relationship management, banking, Private Banking or Wealth Management
• License or Certification: Valid Series 7, 63 and 65 or 66 licenses; Valid state insurance licenses

Responsibilities

• Performance - Achieve financial results and client experience standards; engage with clients and prospects with proactive outreach and consultative discovery.
• Client Experience - Maintain ongoing outreach to deliver an exceptional client experience and timely guidance; address service needs.
• Partnerships - Maintain strong relationships with internal partners and stakeholders to deliver full firm capabilities.
• Compliance and Operations - Comply with bank and wealth regulations and policies; complete required training by deadlines.

Skills

Client Relationship Management

Structured Sales Process

Knowledge of Banking and Securities

Financial Planning

Credit Underwriting

Business Development

Education

Bachelor's Degree in Finance/Related Field

High School Diploma + 6 years Financial Services Experience

Job description

First Citizens Wealth in San Francisco seeks an Affluent Wealth Advisor to grow relationships with emerging high net worth clients, delivering tailored investment, insurance, and banking guidance through a planning framework and ongoing reviews.

You will collaborate with Wealth experts and Commercial Bankers to provide seamless, holistic recommendations that align with client goals, risk tolerance, and regulatory requirements.