Company: First Citizens Bank & Trust Company
Posted on: December 2, 2019
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).
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
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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