HNW Wealth Advisor - Personal Planning & Growth

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

Job summary

First Citizens Wealth, a division of First Citizens Bank, seeks an Affluent Wealth Advisor to grow relationships with emerging High Net Worth clients and prospects in the California market. The role focuses on personalized guidance, ongoing relationship management, and collaboration with Wealth experts to deliver investment, insurance, credit, and banking solutions.

Responsibilities include consultative discovery, planning-based needs assessments, and driving growth through partnerships with

Qualifications

• Bachelor's Degree and 2 years of experience in Financial Services relationship management, banking, Private Banking or Wealth Management OR High School Diploma or GED and 6 years of experience in Financial Services relationship management, banking, Private Banking or Wealth Management.
• License or Certification Type: Valid Series 7, 63 and 65 or 66 licenses Required, Valid state insurance licenses Required
• Skill(s): Client Relationship Management, Structured Sales Process, Knowledge of Banking and Securities Products and Services, Financial Planning, Credit Underwriting, Business Development

Responsibilities

• Achieve financial results and client experience standards through outreach and sales activities.
• Engage with existing clients and prospects to address short- and long-term goals via planning framework.
• Maintain on-going outreach and relationship management to deliver an exceptional client experience.
• Maintain strong working relationships with internal partners to deliver the full capabilities of the firm.
• Comply with Bank and Wealth regulations, policies, and procedures to manage risk.

Skills

Client Relationship Management

Structured Sales Process

Knowledge of Banking and Securities

Financial Planning

Credit Underwriting

Business Development

Education

Bachelor's Degree

High School Diploma or GED

Tools

Series 7/63/65/66 Licenses

Insurance Licenses

Job description

First Citizens Wealth, a division of First Citizens Bank, seeks an Affluent Wealth Advisor to grow relationships with emerging High Net Worth clients and prospects in the California market. The role focuses on personalized guidance, ongoing relationship management, and collaboration with Wealth experts to deliver investment, insurance, credit, and banking solutions.

Responsibilities include consultative discovery, planning-based needs assessments, and driving growth through partnerships with