Wealth Advisor for High-Net-Worth Clients

First Citizens Wealth; Menlo Park (CA); On-site; USD 106,000 - 150,000; Full time

Job summary

First Citizens Bank is seeking an Affluent Wealth Advisor to acquire and grow relationships with emerging High Net Worth clients in the California innovation economy. You will deliver personalized guidance and ongoing relationship management, coordinating with Wealth experts to provide investment, insurance, credit, and banking solutions.

Based in Menlo Park, this role emphasizes planning-based client conversations, cross-team collaboration, and compliance with bank policies while delivering

Qualifications

• Bachelor’s degree in finance or related field with 2+ years wealth management experience.
• Alternate: HS diploma with 6+ years in financial services wealth management.
• Licenses: Series 7, 63, 65/66 and state insurance licenses required.

Responsibilities

• Acquire and grow relationships with emerging High Net Worth clients.
• Provide personalized guidance and ongoing relationship management.
• Collaborate with Wealth experts and bank partners to deliver integrated solutions.
• Ensure compliance with bank policies and regulatory requirements.

Skills

Client Relationship Management

Structured Sales Process

Knowledge of Banking and Securities P&

Financial Planning

Credit Underwriting

Business Development

Education

Bachelor's Degree

HS Diploma or GED

Licenses: Series 7/63/65/66

State insurance licenses

Job description

First Citizens Bank is seeking an Affluent Wealth Advisor to acquire and grow relationships with emerging High Net Worth clients in the California innovation economy. You will deliver personalized guidance and ongoing relationship management, coordinating with Wealth experts to provide investment, insurance, credit, and banking solutions.

Based in Menlo Park, this role emphasizes planning-based client conversations, cross-team collaboration, and compliance with bank policies while delivering