Wealth Advisor for High-Net-Worth Clients

First Citizens Bank; Hendersonville (NC); On-site; USD 90,000 - 150,000; Full time

Job summary

First Citizens Bank is seeking a Wealth Consultant to identify, acquire, expand, and retain high net worth clients through comprehensive wealth management and financial planning solutions. You will serve as the primary relationship manager, coordinating with specialists across the Wealth team to deliver an integrated client experience.

The role drives growth by developing strategies to uncover revenue opportunities across multiple product lines, acting as a trusted advisor and brand ambassador

Qualifications

• 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 with 12 years of experience in acquiring clients, asset gathering, and providing comprehensive Banking and Financial Planning advice.
• License or Certification: Series 7, 65 or 66 licenses; State Life & Health license; Advanced Advisor/Planning Designation preferred.

Responsibilities

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

Job description

First Citizens Bank is seeking a Wealth Consultant to identify, acquire, expand, and retain high net worth clients through comprehensive wealth management and financial planning solutions. You will serve as the primary relationship manager, coordinating with specialists across the Wealth team to deliver an integrated client experience.

The role drives growth by developing strategies to uncover revenue opportunities across multiple product lines, acting as a trusted advisor and brand ambassador