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About the Role

Responsible for acquiring and growing relationships with emerging High Net Worth clients and prospects within the innovation economy through personalized guidance and on-going relationship management. The role utilizes a planning-based approach to understand client needs and provide timely insights for sound financial decisions. Affluent Wealth Advisors collaborate with a team of Wealth experts to deliver comprehensive financial solutions.

Responsibilities

Achieve financial results and client experience standards relative to specific metrics and goals.
Engage with existing clients and prospects through consistent outreach, completing sales activities that create value.
Through consultative discovery, ensure conversations address short- and long-term goals using a planning framework.
Integrate key partners into the client relationship as opportunities are identified.
Maintain on-going outreach and relationship management activities to deliver an exceptional client experience.
Provide timely guidance based on client life stage to help them achieve financial wellness.
Take prompt action to address service needs and enhance the client experience based on preferences and goals.
Maintain strong working relationships with internal partners and key stakeholders.
Comply with all Bank and Wealth regulations, policies, and procedures to manage risk.
Complete required training by established deadlines.

Requirements

Bachelor's Degree and 2 years of experience in Financial Services relationship management, banking, Private Banking or Wealth Management OR High School Diploma or GED and 6 years of experience in Financial Services relationship management, banking, Private Banking or Wealth Management.
Valid Series 7, 63 and 65 or 66 licenses Required.
Valid state insurance licenses Required.

Skills

Client Relationship Management
Structured Sales Process
Knowledge of Banking and Securities Products and Services
Financial Planning
Credit Underwriting
Business Development

Location

Work Type

Full-time

Experience Level

2 years
6 years

Education Level

Bachelor's Degree
High School Diploma or GED

Salary/Compensations

$106,000 - $150,000

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.