Senior Wealth Advisor

First Citizens; Hendersonville (NC); On-site; USD 120,000 - 180,000; Full time

Job summary

First Citizens Bank’s Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. This Wealth Consultant is responsible for identifying, acquiring, expanding, and retaining high net worth clients through comprehensive wealth management and financial planning solutions.

Serving as the primary relationship manager for affluent individuals and families, the role delivers holistic advice while coordinating with specialists

Qualifications

• Bachelor’s degree with 8 years of Acquiring clients, Asset Gathering, and financial planning experience OR High School Diploma with 12 years of experience in similar areas.
• Preferred experience areas: Client Acquisition, Asset Gathering, comprehensive Financial Planning, Banking, Investment Management, Insurance Planning, Trust & Estate Planning.
• Licensing: Series 7, 65 or 66; Life & Health licenses; Advanced Advisor/Planning Designation preferred.

Responsibilities

• Identify and attract new high net worth clients to wealth offerings via prospecting, referrals, and partnerships.
• Serve as primary contact and advocate for high net worth clients, delivering holistic wealth plans and coordinated services.
• Provide expert wealth management advice, develop long-range financial plans, and align products/services to client needs.
• Collaborate with Bank stakeholders and specialists to deliver integrated wealth solutions.

Skills

Client acquisition

Relationship management

Strategic wealth planning

Collaboration

Education

Bachelor’s degree + 8 yrs experience

High school diploma + 12 yrs experience

Tools

Licensing: Series 7/65/66

Life & Health licenses

Advanced Advisor designation

Job description

First Citizens Bank’s Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. This Wealth Consultant is responsible for identifying, acquiring, expanding, and retaining high net worth clients through comprehensive wealth management and financial planning solutions.

Serving as the primary relationship manager for affluent individuals and families, the role delivers holistic advice while coordinating with specialists