Senior Wealth Advisor for High-Net-Worth Clients

First Citizens Wealth; Raleigh (NC); On-site; USD 110,000 - 170,000; Full time

Job summary

First Citizens Bank's Wealth team seeks a Wealth Consultant to identify and acquire high net worth clients, delivering integrated wealth management and financial planning. You will serve as the primary relationship manager, coordinating with specialists to provide an exceptional client experience.

The role focuses on strategic planning, revenue growth, and collaborative execution across banking, investments, insurance, and trust services for affluent clients.

Qualifications

• Bachelor's Degree and 8+ years in acquiring clients and asset gathering.
• Or High School Diploma or GED with 12+ years in acquiring clients and asset gathering.
• Licenses: Series 7, 65 or 66; State Life & Health (and LTC Insurance if applicable).
• Advanced Advisor/Planning Designation preferred.

Responsibilities

• Client Acquisition - identify and attract high net worth clients and develop partnerships.
• Relationship Management - act as primary contact, deliver holistic wealth plans.
• Strategic Advice - provide wealth management strategies and long-range planning.
• Collaboration - coordinate with bank stakeholders and specialists to deliver products.

Skills

Relationship management

Financial planning

Wealth management

Sales & business development

Education

Bachelor's Degree

Series 7/65/66 licenses

State Life & Health license

Advanced Advisor/Planning Designation

Job description

First Citizens Bank's Wealth team seeks a Wealth Consultant to identify and acquire high net worth clients, delivering integrated wealth management and financial planning. You will serve as the primary relationship manager, coordinating with specialists to provide an exceptional client experience.

The role focuses on strategic planning, revenue growth, and collaborative execution across banking, investments, insurance, and trust services for affluent clients.