Wealth Consultant

First Citizens Bank

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...

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Wealth Consultant

First Citizens Bank

Updated 15 days ago
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New York Full-Time

About this role

First Citizens Bank is a well-established financial institution offering a range of wealth management services tailored for high net worth clients.

About the Company

First Citizens Bank provides a range of financial services, focusing on wealth management and client relationships.

Key Highlights

  • Focuses on acquiring high net worth clients through direct prospecting.
  • Acts as the main contact for clients, ensuring coordinated financial advice.
  • Develops opportunities across various financial products to boost revenue.
  • Represents the Wealth line of business within the community.

💡 Honest Take: This job is great for those who excel in sales and client management but expect a competitive environment with high performance expectations.

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You'll be redirected to jobs.firstcitizens.com

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