layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Affluent Wealth Advisor
First Citizens Bank
Menlo Park, California; San Francisco, California; Santa Clara, California
Source: First Citizens Bank careers · View original posting
- Pay
- $106,000 — $150,000 USD per year
Employer job description
From First Citizens Bank's posting. “We” and “our” refer to the employer.
Overview
Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve.
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.