Institutional Wealth Growth Officer (Hybrid, FL)

First Citizens Wealth; Miami (FL); Hybrid; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

First Citizens Wealth in Florida is seeking a seasoned professional to drive institutional client acquisition and promote retirement plans, asset management, and related services. This hybrid role focuses on building strong partnerships, engaging with the community, and ensuring seamless transitions for acquired clients within Southeast Florida.

The ideal candidate will hold a bachelor’s degree with 6+ years in institutional wealth or an equivalent high-school pathway with 10+ years, and possess

Qualifikationen

• Bachelor's degree with 6+ years in institutional wealth administration or sales.
• High School Diploma with 10+ years in institutional wealth administration or sales.
• Valid Series 6, 63, 65 or 66 licenses and state life and health licenses required.
• Strong understanding of investment markets, retirement plans, and philanthropy markets.

Aufgaben

• Acquire institutional clients for the wealth division (small businesses, corporations, foundations, endowments, authorities, associations, CPAs, attorneys, and IB/brokerage firms).
• Cultivate partnerships with colleagues to drive sales results and client wins.
• Represent the bank in the community to promote services and create referral opportunities.
• Coordinate activities between the Bank's teams and clients to ensure smooth transitions of acquired businesses.

Kenntnisse

Investment markets

Qualified retirement plans

Philanthropic market

Ausbildung

Bachelor's Degree + 6+ years

High School Diploma + 10+ years

Jobbeschreibung

First Citizens Wealth in Florida is seeking a seasoned professional to drive institutional client acquisition and promote retirement plans, asset management, and related services. This hybrid role focuses on building strong partnerships, engaging with the community, and ensuring seamless transitions for acquired clients within Southeast Florida.

The ideal candidate will hold a bachelor’s degree with 6+ years in institutional wealth or an equivalent high-school pathway with 10+ years, and possess