Wealth Client Advisor

First Citizens Bank; Greensboro (NC); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Benefits package

Job summary

First Citizens Bank in Greensboro, NC seeks a versatile Wealth Services professional to drive client engagement and support the sales process.

You will analyze financial data, prepare client documentation, and collaborate with product specialists to price and enhance bank offerings. A Bachelor's degree or equivalent experience is required; banking or wealth management background is a plus.

Qualifications

• Bachelor's Degree and 0 years of experience in Sales, or Customer Service, or Operations
• High School Diploma or GED and 4 years of experience in Sales, or Customer Service, or Operations
• Preferred: Banking or Wealth Management experience

Responsibilities

• Service & Support – uncovers sales opportunities through analysis, reporting, and daily support operations.
• Documentation – prepares proposals, service agreements, and implementation forms for clients.
• Data Analysis – sources, compiles, and interprets financial data and trends.
• Product Specialist – assists in pricing and improving bank offerings; supports internal/external teams.

Skills

Customer service

Sales

Data analysis

Presentations

Education

Bachelor's degree

High school diploma or GED

Job description

First Citizens Bank in Greensboro, NC seeks a versatile Wealth Services professional to drive client engagement and support the sales process.

You will analyze financial data, prepare client documentation, and collaborate with product specialists to price and enhance bank offerings. A Bachelor's degree or equivalent experience is required; banking or wealth management background is a plus.