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Wealth Consultant – Atlanta

firstcitizens First Citizens Bank

First Citizens Bank is a full-service financial institution with nearly 550 locations nationwide.

Overview

The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing opportunities in multiple product lines to achieve growth and profitability goals through a diversified financial planning based approach. Serves as a Brand Ambassador by representing and promoting the Wealth line of business within the Bank and across the communities served.

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 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

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Wealth Consultant – Atlanta

To apply for the job click here

Contact us

First Citizens Bank

First Citizens Bank is a full-service financial institution with nearly 550 locations nationwide.

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