Senior Wealth Advisor for High-Net-Worth Clients

First Citizens; Boston (MA); On-site; USD 197,000 - 285,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Job summary

First Citizens Bank in Boston seeks an accomplished Wealth Relationship Manager to identify, engage, and retain high net worth clients. You will coordinate with the Wealth team to provide holistic planning across investments, banking, insurance, and trust services.

The role emphasizes building strategic partnerships, delivering high-touch service, and driving revenue through multi-product solutions. Required licenses (Series 7/65/66, Life & LTC) and a bachelor’s or equivalent experience are

Qualifications

• Bachelor's Degree and 8 years of experience in acquiring clients, asset gathering, and comprehensive banking/financial planning advice.
• High School Diploma or GED and 12 years of experience in acquiring clients, asset gathering, and comprehensive banking/financial planning advice.
• Licenses: Series 7, 65 or 66 licenses, and State Life & LTC Insurance License.
• Preferred: Advanced Advisor/Planning Designation

Responsibilities

• Client Acquisition - Identifies and attracts new clients to the bank's wealth offerings through direct prospecting, referrals, and partnerships.
• Relationship Management - Serves as primary contact for high net worth prospects and clients, coordinating wealth plans.
• Strategic Advice - Provides expert wealth management advice and long-range plans across investments, banking, insurance, and trust.
• Collaboration - Works with bank stakeholders and specialists to deliver integrated wealth products and services.

Skills

Builds Productive Relationships

Drives for Results

Investment Advisory

Partnerships and Collaboration

Education

Bachelor's Degree

High School Diploma or GED

Job description

First Citizens Bank in Boston seeks an accomplished Wealth Relationship Manager to identify, engage, and retain high net worth clients. You will coordinate with the Wealth team to provide holistic planning across investments, banking, insurance, and trust services.

The role emphasizes building strategic partnerships, delivering high-touch service, and driving revenue through multi-product solutions. Required licenses (Series 7/65/66, Life & LTC) and a bachelor’s or equivalent experience are