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Senior Portfolio Strategist

2 months ago

San Francisco, California, United States First Citizens Bank Full time
Job Summary

We are seeking a highly skilled Senior Portfolio Strategist to join our team at First Citizens Bank. As a key member of our Wealth Management group, you will be responsible for providing expert investment advice and portfolio management services to our high net worth clients.

Key Responsibilities
  • Portfolio Strategy: Develop and implement customized investment strategies for clients, ensuring alignment with their financial goals and risk tolerance.
  • Relationship Development: Build and maintain strong relationships with clients, providing exceptional service and support to ensure their satisfaction and retention.
  • Investment Expertise: Stay up-to-date on market trends and economic conditions, providing expert insights and recommendations to clients.
  • Business Support: Collaborate with colleagues to identify new business opportunities and support sales efforts to high net worth clients.
Requirements
  • Bachelor's Degree and 8 years of experience in Selling Investment Services, Relationship Management, critical thinking OR High School Diploma or GED and 12 years of experience in Selling Investment Services, Relationship Management, critical thinking
  • CFP or CFA designation preferred
  • Familiarity with investment software like Envestnet
  • Ability to communicate effectively and build strong partnerships

The base pay for this position is generally between $236,000 and $315,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law.