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First Citizens Bank

Wealth Consultant

Raleigh, NC

Position Description:
The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Wealth Consultants 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 consults 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.

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-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.

Job ID: FCB-34996
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Family Support Resources
    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
    • Adoption Leave
    • Fertility Benefits
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Volunteer Time Off
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Access to Online Courses
    • Internship Program
    • Leadership Training Program
    • Promote From Within
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

Company Videos

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