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As a Senior Wealth Advisor, your responsibilities include leading client relationships, and offering expert financial planning and investment management services. Proven leadership and management experience in Wealth Management or Financial Services.
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First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast.
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Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
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Required Skill(s): Application of a structured sales process, providing financial guidance and expertise, financial literacy, knowledge retail and wealth solutions referred, knowledge of business deposit and cash management solutions, business development, networking and building centers of influence.
$120,250 a yearFull-timeExpandApply NowActive JobUpdated 22 days ago - UpvoteDownvoteShare Job
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Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
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Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Tailor wealth management planning to meet client needs.
$105,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Preferred Area of Experience: Financial services sales, telephone sales Preferred Education: Bachelor's Degree obtained within last 2 years First Citizens benefits programs are designed to meet our Associates where they are in life.
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This position is responsible for all finance functions within the Wealth Management department of the Bank. Oversees functions including First Citizens Investor Services, Private Wealth Advisory Services, Institutional Advisory Services, and the Private Client Group.
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For more than three decades our team of CFAs, CPAs, attorneys and CFP®s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; and highly personalized concierge family office services.
$93,500 a yearFull-timeExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management.
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Qualifications: Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth ManagementLicense or Certification Type: Possess valid Series 7, 63 & 65 or 66 licenses RequiredSkill(s): Credit underwriting skills.
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Preferred Area of Experience: Business development, business banking, lending, merchant services, treasury management. The Business Services Representative is responsible for providing cash management solutions to commercial and business banking relationships.
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Bachelor's Degree and 2 years of experience in Sales or financial services sales OR High School Diploma or GED and 6 years of experience in Sales or financial services sales.
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The BSR partners with Business and Commercial Bankers as a subject matter expert in business deposits and related business services and also self-sources new business opportunities. Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs.
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Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.
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financial services wealth management jobs Company: Citizens in Missouri-city, Missouri
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