Wealth Consultant

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

Overview

Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals. Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused on relationships, trust, and long-term impact.
This Wealth Consultant is responsible for identifying, acquiring, expanding, and retaining high net worth clients through comprehensive wealth management and financial planning solutions. Serving as the primary relationship manager for affluent individuals and families, the position delivers holistic advice while coordinating closely with specialists across the Wealth team to provide an integrated client experience. The role develops and executes strategies to uncover revenue-generating opportunities across multiple product and service lines, driving growth and profitability through a consultative, planning-based approach. As a trusted advisor and Brand Ambassador, the incumbent represents and promotes the Wealth business within the Bank and throughout the communities we serve.

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.

Qualifications

Bachelor's Degree and 8 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice OR High School Diploma or GED and 12 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

License or Certification Type: Series 7, 65 or 66 licenses Required, State Life & Health (and LTC Insurance if applicable) license Required, Advanced Advisor/ Planning Designation Preferred

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.