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About the Role

First Citizens Wealth team provides comprehensive financial solutions. This role collaborates with the relationship team to provide fiduciary services to high net worth clients, focusing on relationship expansion and retention. It involves consulting on estate and tax planning, wealth transfer, and asset management, as well as implementing legal and estate planning documents.

Responsibilities

• Administers personal trust accounts.
• Consults with team and clients to develop comprehensive, long-range fiduciary and estate plans.
• Ensures accounts comply with legal and regulatory guidelines and Trust document directives.
• Communicates fiduciary decisions clearly with grantors, beneficiaries, relationship team, and other interested parties.
• Drives ongoing client service to maintain strong relationships, expand High Net Worth services, and identify revenue opportunities.
• Partners with associates on administering investment-oriented client relationships, managing client communications, and service responsiveness.
• Coordinates service aspects across the team to ensure a satisfactory client experience.
• Promotes Private Wealth Advisory Services offerings with existing clients, within local markets, and by engaging partners to capture additional assets.
• Supports the profiling of customer needs within an advice-based relationship context.

Requirements

• Bachelor's Degree and 4 years of experience in Trust Administration, Estate Planning or Financial Planning OR High School Diploma or GED and 8 years of experience in Trust Administration, Estate Planning or Financial Planning.

Skills

• Trust Administration
• Estate Planning
• Financial Planning
• Trust or Legal
• National Trust School
• Certified Trust and Financial Advisor (CTFA)
• Certified Financial Planner (CFP)
• Financial or fiduciary and estate planning skills
• Relationship management skills
• Discovery skills
• Strong communication skills
• Teamwork skills

Experience Level

• 4 years of experience in Trust Administration, Estate Planning or Financial Planning
• 8 years of experience in Trust Administration, Estate Planning or Financial Planning

Education Level

• Bachelor's Degree
• High School Diploma or GED

Salary/Compensations

• $140,000 - $165,000

Benefits

• Competitive, thoughtfully designed and quality benefits program.

About the Company

• Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures.
• From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise.
• Here, your work helps power meaningful progress for the clients and communities we serve.