Institutional Wealth Growth Officer

First Citizens Wealth; Fort Lauderdale (FL); Hybrid; USD 100,000 - 180,000; Full time

Benefits offered by this job

Benefits program

Hybrid work arrangement

Flexible office location

Job summary

First Citizens Bank in Florida seeks a seasoned Institutional Wealth professional for a hybrid role. You will promote retirement plans, asset management, and philanthropic services to a range of institutions, from foundations to endowments.

You will acquire clients, build partnerships, represent the bank in the community, and coordinate with internal teams to ensure smooth transitions for acquired clients.

Qualifications

• Bachelor's Degree with 6+ years in institutional wealth, or HS diploma with 10+ years in institutional wealth.
• Valid securities licenses: Series 6, 63, 65 or 66, and state life and health insurance licenses.
• Knowledge of investment markets, qualified retirement plans, philanthropy, and relationship building.

Responsibilities

• Promotes the Bank's institutional services to small businesses, corporations, foundations, endowments, and other entities.
• Cultivates strong partnerships with associates and teams to achieve sales results.
• Represents the Bank in community activities to promote services and referrals.
• Coordinates activities between administrative teams and clients for smooth transitions.

Skills

Relationship management

Financial product knowledge

Education

Bachelor's Degree

High School Diploma

Tools

Series 6

Series 63

Series 65

Series 66

Life & Health licenses

Job description

First Citizens Bank in Florida seeks a seasoned Institutional Wealth professional for a hybrid role. You will promote retirement plans, asset management, and philanthropic services to a range of institutions, from foundations to endowments.

You will acquire clients, build partnerships, represent the bank in the community, and coordinate with internal teams to ensure smooth transitions for acquired clients.