Senior Wealth Advisor — High Net Worth Clients

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

Job summary

First Citizens Bank in Boston seeks a high net worth-focused Wealth Advisor to engage, acquire and retain clients, coordinating with colleagues across investments, banking, insurance and trust services to deliver comprehensive wealth planning.

As a Brand Ambassador for the Wealth line, you will identify opportunities, build strategic partnerships, and provide expert advisory services. Base pay typically ranges from $197,000 to $285,000 per year, with potential incentives and benefits.

Qualifications

• Bachelor's Degree and 8 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice
• Preferred Area of Experience: Client Acquisition, Asset Gathering, comprehensive Financial Planning, Banking, Investment Management, Insurance Planning, Trust & Estate Planning
• Required License or Certification Type: Series 7, 65 or 66 licenses, and State Life & LTC Insurance License
• Preferred: Advanced Advisor/ Planning Designation

Responsibilities

• Duties & Responsibilities: Client Acquisition - Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development.
• Relationship Management - Serves as a primary point of contact and advocate for high net worth prospects and clients. Maintains current knowledge and awareness of client circumstances, conditions, and overall relationship with the Bank to develop appropriate wealth plans. Represents the full services offering to clients, including investments, banking, financial planning, insurance, and trust services. Develops and executes a high-touch, client-centric experience to maintain and expand existing client relationships. Assists in the planning and facilitation of client events.
• Strategic Advice - Provides prospects and clients with expert wealth management advice. Develops strategic, comprehensive, and long-range plans to achieve the financial needs and goals of high net worth clients. Identifies appropriate products, services, and solutions based on client needs, wants and goals. Engages other associates within the department to provide ongoing advice, products and services as the needs of clients evolve.
• Collaboration - Fosters effective partnerships with Bank stakeholders to support departmental strategic approach. Engages with specialists from the broader business team to coordinate the delivery of wealth management products and services to clients.

Skills

Builds productive relationships

Drives for results

Investment advisory

Partnerships and collaboration

Education

Bachelor's Degree and 8 years of experience in acquiring clients, asset gathering, and providing comprehensive banking and financial planning advice

High School Diploma or GED and 12 years of experience in acquiring clients, asset gathering, and providing comprehensive banking and financial planning advice

Tools

Series 7 licenses

65 or 66 licenses

State Life & LTC Insurance License

Job description

First Citizens Bank in Boston seeks a high net worth-focused Wealth Advisor to engage, acquire and retain clients, coordinating with colleagues across investments, banking, insurance and trust services to deliver comprehensive wealth planning.

As a Brand Ambassador for the Wealth line, you will identify opportunities, build strategic partnerships, and provide expert advisory services. Base pay typically ranges from $197,000 to $285,000 per year, with potential incentives and benefits.