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Wealth Advisor

Company: First Citizens Bank & Trust Company
Location: Wilmington
Posted on: December 2, 2019

Job Description:

Position Description:
Identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. --Client Advisors are the primary relationship manager for the Bank's most valuable individual clients and families, developing strategic advice and coordinating the product offerings and activities of FCB specialists. --This role advises on all Wealth products, and develops revenue producing opportunities in multiple product lines (banking, brokerage, trust, life insurance, property and casualty insurance, financial planning, and mortgages).

Position Requirements:
Bachelor degree with a minimum of 8 years' experience in acquiring clients, gathering assets, and providing comprehensive banking and financial planning advice.-Or-High school diploma or GED with a minimum of 12 years' experience in acquiring clients, gathering assets and providing comprehensive banking and financial planning advice.Series 7, 65/66 licenses.State-specific Life and Health insurance license.Must be eligible for federal registration and annual renewal as required by the SAFE Act.Strong interpersonal and communication (oral, written, presentation) skills. Team player / collaborative.Self-starter; drives to succeed.Relationship / client focused.

Company Description:

Founded in 1898 and headquartered in Raleigh, N.C., First Citizens Bank serves customers in 18 states and the District of Columbia. For over 100 years, customers have trusted First Citizens with their money --- and their futures. Today, First Citizens is the largest family-controlled bank in the nation and the sixth-largest bank franchise headquartered in the Southeast with more than $30 billion in assets. We employ more than 6,000 associates who are focused on helping our customers achieve a lifetime of success. First Citizens operates more than 570 branches in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Kansas, Maryland, New Mexico, Missouri, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington and West Virginia.First Citizens Bank. Forever First--. Member FDIC.Equal Opportunity/Affirmative Action Employer/Minority/Female/Disability/VeteranIf you need special assistance or an accommodation in applying for employment at First Citizens Bank, please contact our Human Resources department.

Keywords: First Citizens Bank & Trust Company, Wilmington , Wealth Advisor, Other , Wilmington, North Carolina

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