Wealth Consultant

Responsibilities

• Identify and attract new high net worth clients through direct prospecting, referrals, and strategic partnerships with centers of influence.
• Serve as the primary relationship manager and advocate for clients, providing a high-touch, client-centric experience.
• Develop and execute comprehensive, long-range wealth management plans including investments, banking, financial planning, insurance, and trust services.
• Collaborate with internal specialists and bank stakeholders to coordinate the delivery of integrated wealth management solutions.
• Act as a Brand Ambassador to promote the Wealth line of business within the community and the broader bank.

Requirements

• Bachelor's Degree and 8 years of experience in client acquisition, asset gathering, and financial planning OR High School Diploma/GED and 12 years of relevant experience.
• Active Series 7 and either Series 65 or 66 licenses.
• Valid State Life & Health license.
• Proven experience in client acquisition and asset gathering.

Preferred Qualifications

• Advanced Advisor or Financial Planning designations.
• Deep expertise in Investment Management, Insurance Planning, and Trust & Estate Planning.

Benefits

• Competitive and thoughtfully designed benefits program designed to meet the needs of our associates.

About the Company

First Citizens Bank helps individuals, families, and businesses achieve their financial goals through integrated banking, investment, insurance, and wealth solutions. We are a collaborative organization focused on building long-term relationships based on trust and impact.