Hybrid Institutional Wealth Growth Partner

First Citizens Wealth

Miami (FL)

Hybrid

USD 110,000 - 150,000

Full time

14 days+

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Benefits offered by this job

Benefits program

Job summary

First Citizens Wealth in Florida seeks a Senior Institutional Wealth professional to drive new institutional business, promoting retirement plans, asset management, custody, and related services. The hybrid role emphasizes building lasting client relationships and seamless transitions for acquired accounts.

Qualifications include a Bachelor's Degree with 6+ years in institutional wealth (Administration or Sales) or a High School Diploma with 10+ years, plus Series 6/63/65/66 and life/health

Qualifications

Bachelor's Degree with 6+ years in institutional wealth (Administration or Sales) or High School Diploma with 10+ years in institutional wealth.
Licenses required: Series 6, 63, 65 or 66, plus state life and health insurance licenses.
Knowledge of retirement plans, asset management, custody, and philanthropy markets.

Responsibilities

Acquire institutional clients including small businesses, corporations, foundations, endowments, and public authorities.
Develop partnerships with colleagues to achieve sales goals and drive client referrals.
Represent the Bank in the community and promote institutional services to generate opportunities.
Coordinate activities between administrative teams and clients to ensure smooth transitions.

Education

Bachelor's Degree

High School Diploma or GED

Series 6/63/65/66 Licenses

Life and Health Insurance Licenses

Job description

Qualifications include a Bachelor's Degree with 6+ years in institutional wealth (Administration or Sales) or a High School Diploma with 10+ years, plus Series 6/63/65/66 and life/health

Get your free, confidential resume review.

or drag and drop your file here.