Senior Affluent Wealth Advisor

First Citizens Bank • Edison, NJ

21h • $110,000 - $180,000

About The Position

Responsible for acquiring and growing relationships with emerging High Net Worth clients and prospects within the innovation economy through personalized guidance and on-going relationship management. Client opportunities are generated through various channels, including online inquiries and internal partnerships. The role utilizes a planning-based approach to clearly understand the needs of clients and provide timely insights to help them make sound financial decisions. As needs are identified, Affluent Wealth Advisors work with a team of Wealth experts to deliver investment, insurance, credit, and banking solutions for their clients. As relationships grow, this team works closely with Commercial Bankers and Wealth Consultants to provide a seamless client transition to the local High Net Worth team.

Requirements

• Bachelor's Degree and 4 years of experience in Financial Services relationship management, banking, Private Banking or Wealth Management experience OR High School Diploma or GED and 8 years of experience in Financial Services relationship management, banking, Private Banking or Wealth Management experience
• Valid Series 7, 63 and 65 or 66 licenses Required
• Valid state insurance licenses Required
• Valid NMLS registration Required
• Client Relationship Management
• Structured Sales Process
• Knowledge of Banking and Securities Products and Services
• Financial Planning
• Credit Underwriting
• Business Development

Responsibilities

• Achieve financial results and client experience standards relative to specific metrics and goals assigned.
• Engage with both existing clients and prospects through consistent outreach, successfully completing sales activities and behaviors that create value for both clients and the bank.
• Through consultative discovery, ensure conversations address both short- and long-term goals for clients through a planning framework.
• Integrate key partners into the client relationship as opportunities are identified.
• Maintain on-going outreach and relationship management activities to deliver an exceptional client experience, provide timely guidance based on the life stage, and help clients achieve financial wellness.
• Take prompt action to address service needs and look for solutions to enhance the experience based on client preferences & goals.
• Maintain strong working relationships with internal partners and key stakeholders to deliver the full capabilities of the firm.
• Comply with all Bank and Wealth regulations, policies, and procedures to manage risk related to credit, operational, regulatory, reputational, legal, and financial exposure.
• Complete required training by established deadlines.

Benefits

• Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.
• More information can be found at https://jobs.firstcitizens.com/benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior