Wealth Management Advisor

6 days ago


Mason City, Iowa, United States First Citizens Bank Full time
Job Title: Associate Wealth Advisor

At First Citizens Bank, we are seeking a highly skilled and motivated Associate Wealth Advisor to join our team. As a key member of our Wealth Management department, you will be responsible for providing exceptional client service and managing a book of Wealth Advisory account relationships.

Key Responsibilities:
  • Provide guidance and expertise to clients in meeting their financial needs and developing a plan to meet their financial planning goals.
  • Manage client portfolios in coordination with the Investment team to ensure conformity with client risk tolerance and goals.
  • Authorize account investments and disbursements, and initiate regular client communications.
  • Responsible for overall management of the client relationship for accounts developed or assigned.
  • Coordinate client communications and work closely with Department employees on administrative, operational, investment, and insurance issues.
Requirements:
  • Bachelor's degree in business or finance, or equivalent experience.
  • Five years of related experience preferred.
  • Excellent written and oral communication skills.
  • Basic understanding of accounting principles, financial planning concepts, and investments.
  • Experience in advanced use of Microsoft Outlook, Word, and Excel.
What We Offer:

At First Citizens Bank, we offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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