Wealth Consultant

Responsibilities

• 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.
• 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.
• Affords assistance in the planning and facilitation of client events.
• 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.

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

Required License Types

• Series 7, 65 or 66 licenses
• State Life & Health (and LTC Insurance if applicable) license

Preferred Designation

• Advanced Advisor/ Planning

Benefits

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.