Senior Wealth Advisor for High-Net-Worth Clients

First Citizens; Patton Park (NC); On-site; USD 120,000 - 170,000; Full time

Job summary

First Citizens Bank’s Wealth team seeks a Wealth Consultant to identify, acquire, and retain high net worth clients through comprehensive wealth management and financial planning solutions. As the primary relationship manager, you coordinate with specialists to deliver an integrated client experience.

You will develop revenue-generating strategies across banking, investments, insurance, and trust services, providing expert guidance in a consultative, planning-based approach while representing

Qualifications

• Bachelor's degree or HS diploma with extensive experience in acquiring clients and providing comprehensive banking and financial planning advice.
• Licenses required: Series 7, 65 or 66; Life & Health license; LTC license if applicable; Advanced Advisor/Planning designation preferred.

Responsibilities

• Identify and acquire high net worth clients through direct prospecting, referrals, and partnerships.
• Serve as primary relationship manager, maintaining client relationships and coordinating with Wealth team specialists.
• Provide expert wealth management and strategic planning advice across investments, banking, insurance, and trust services.
• Collaborate with Bank stakeholders to deliver integrated wealth management solutions.

Skills

Client Acquisition

Asset Gathering

Financial Planning

Banking

Investment Management

Insurance Planning

Trust & Estate Planning

Education

Bachelor's Degree

High School Diploma

Tools

Series 7/65/66 Licenses

State Life & Health License

Job description

First Citizens Bank’s Wealth team seeks a Wealth Consultant to identify, acquire, and retain high net worth clients through comprehensive wealth management and financial planning solutions. As the primary relationship manager, you coordinate with specialists to deliver an integrated client experience.

You will develop revenue-generating strategies across banking, investments, insurance, and trust services, providing expert guidance in a consultative, planning-based approach while representing