Institutional Wealth Growth Officer

First Citizens Bank; California (MO); On-site; USD 175,000 - 200,000; Full time

Job summary

First Citizens Bank is seeking an experienced Institutional Wealth professional in the United States to acquire clients and promote qualified retirement plans, asset management, and related services. The role emphasizes building trusted relationships, cross‑team collaboration, and community engagement to drive growth.

The position demands 6+ years in institutional wealth (or 10+ years with a HS diploma), with licenses (Series 6/63/65/66 and life/health) or the ability to obtain them.

Qualifications

• Bachelor’s degree and 6+ years in institutional wealth or equivalent.
• Alternative: HS diploma with 10+ years in practical institutional wealth (sales or administration).
• Possess valid Series 6, 63, 65 or 66, and state life/health licenses or obtain within required timeframe.

Responsibilities

• Promotes the Bank's institutional services to clients including small business, corporations, foundations and endowments, and related professional entities.
• Generates referrals through industry contacts to hit sales goals.
• Cultivates strong partnerships with colleagues and teams to drive results.
• Represents the Bank and Institutional Trust Services in the community through professional organizations.
• Coordinates activities between administrative teams and clients to ensure smooth transitions.
• Demonstrates understanding of investment markets and Qualified Retirement Plan market.

Skills

Investment markets

Retirement plans

Philanthropy market

Business development

Results oriented

Relationship building

Education

Bachelor’s degree + 6 years experience

High school diploma + 10 years experience

Job description

First Citizens Bank is seeking an experienced Institutional Wealth professional in the United States to acquire clients and promote qualified retirement plans, asset management, and related services. The role emphasizes building trusted relationships, cross‑team collaboration, and community engagement to drive growth.

The position demands 6+ years in institutional wealth (or 10+ years with a HS diploma), with licenses (Series 6/63/65/66 and life/health) or the ability to obtain them.