Wealth Consultant - Atlanta
Company: First Citizens Bank
Location: Atlanta
Posted on: October 5, 2024
Job Description:
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 coordinating advice and
activities with other members of the Wealth team. Determines and
develops revenue-producing opportunities in multiple product lines
to achieve growth and profitability goals through a diversified
financial planning based approach. Serves as a Brand Ambassador by
representing and promoting the Wealth line of business within the
Bank and across the communities served. Responsibilities:
- Client Acquisition - Identifies and attracts new clients to the
Bank's wealth offerings through direct prospecting efforts, client
referrals, and by partnering with Bank associates. Builds and
cultivates strategic partnerships with centers of influence to
enhance acquisition efforts. Responsible for external networking
and market development.
- Relationship Management - Serves as a primary point of contact
and advocate for high net worth prospects and clients. Maintains
current knowledge and awareness of client circumstances,
conditions, and overall relationship with the Bank to develop
appropriate wealth plans. Represents the full services offering to
clients, including investments, banking, financial planning,
insurance, and trust services. Develops and executes a high-touch,
client-centric experience to maintain and expand existing client
relationships. Assists in the planning and facilitation of client
events.
- Strategic Advice - Provides prospects and clients with expert
wealth management advice. Develops strategic, comprehensive, and
long-range plans to achieve the financial needs and goals of high
net worth clients. Identifies appropriate products, services, and
solutions based on client needs, wants and goals. Engages other
associates within the department to provide ongoing advice,
products and services as the needs of clients evolve.
- Collaboration - Fosters effective partnerships with Bank
stakeholders to support departmental strategic approach. Engages
with specialists from the broader business team to coordinate the
delivery of wealth management products and services to clients.
Qualifications:
Bachelor's Degree and 8 years of
experience in Acquiring clients, Asset Gathering, and providing
comprehensive Banking and Financial Planning advice OR High School
Diploma or GED and 12 years of experience in Acquiring clients,
Asset Gathering, and providing comprehensive Banking and Financial
Planning advice
Preferred Area of Experience: Client
Acquisition, Asset Gathering, comprehensive Financial Planning,
Banking, Investment Management, Insurance Planning, Trust & Estate
Planning
License or Certification Type: Series
7, 65 or 66 licenses, and State Life & LTC Insurance License
Required, Advanced Advisor/ Planning Designation Preferred
Keywords: First Citizens Bank, Warner Robins , Wealth Consultant - Atlanta, Professions , Atlanta, Georgia
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