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...
Last checked on May 2, 2026. We may earn a commission when you click through.
Wealth Consultant
First Citizens Bank
Updated 15 days agoYou'll be redirected to jobs.firstcitizens.com
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.
You'll be redirected to jobs.firstcitizens.com
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