First Citizens BancShares

Full-service bank offering loans and investments

Wealth Consultant

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeHendersonville, NC, USANo salary listedIn-person

About the Job

Requirements

A Bachelor's degree and 8 years of experience acquiring clients, gathering assets, and providing comprehensive banking and financial planning advice, or a high school diploma or GED and 12 years of such experience.
Series 7 and Series 65 or 66 licenses are required.
A state Life and Health license is required; an LTC insurance license is required where applicable.

Responsibilities

Identify and attract new clients to the Bank's wealth offerings through direct prospecting, client referrals, and partnerships with Bank associates.
Build and cultivate strategic partnerships with centers of influence to enhance client acquisition; conduct external networking and market development.
Serve as the primary point of contact and advocate for high net worth prospects and clients.
Maintain awareness of client circumstances and their overall relationship with the Bank to develop appropriate wealth plans.
Represent the full range of services to clients, including investments, banking, financial planning, insurance, and trust services.
Develop and execute a high-touch, client-centric experience to maintain and expand existing client relationships.
Assist in planning and facilitating client events.
Provide prospects and clients with wealth management advice.
Develop strategic, comprehensive, and long-range plans to meet high net worth clients' financial needs and goals.
Identify appropriate products, services, and solutions based on clients' needs, wants, and goals.
Engage department associates to provide ongoing advice, products, and services as client needs evolve.
Build effective partnerships with Bank stakeholders to support the department's strategic approach.
Coordinate with specialists across the broader business team to deliver wealth management products and services to clients.
Represent and promote the Wealth business within the Bank and in the communities it serves.

Desired Qualifications

Experience in client acquisition, asset gathering, comprehensive financial planning, banking, investment management, insurance planning, or trust and estate planning.
An advanced advisor or planning designation.

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 & Qualifications

Duties & 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

Additional Information

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.

About the Company

First Citizens BancShares

Full-service bank offering loans and investments

First Citizens BancShares operates First Citizens Bank, offering a full range of financial services for individuals and businesses. Its products include checking and savings accounts, credit cards, mortgages and auto loans, personal loans, online and mobile banking, wealth management and investment services, insurance, and small business banking. The core product set is accessed via online and mobile platforms, branch networks, and ATM access, with features like online statements, bill pay, direct deposit, and rewards programs. The bank positions itself through a broad suite of banking and financial services tailored to different customer segments such as personal, business, and wealth customers, emphasizing integrated banking experience and customer support. Overall, the goal is to help customers manage money, borrow for major needs (homes, vehicles, education), invest for future goals, and protect their financial security through a range of financial products and advisory services.

Company size: 10,001+
Company stage: IPO
Headquarters: Raleigh, NC
Founded: 1898

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