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First Citizens Bank
First Citizens Bank

60 First Citizens Bank Wealth Management Advisor Jobs Hiring Near You

First Citizens Bank

Wealth Consultant

Raleigh, NC · On-site

Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth ... Management, Insurance Planning, Trust & Estate Planning Preferred: Advanced Advisor/ Planning ...

First Citizens Bank

Wealth Consultant

Raleigh, NC · On-site

Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth ... Management, Insurance Planning, Trust & Estate Planning Preferred: Advanced Advisor/ Planning ...

First Citizens Bank

Wealth Consultant

Raleigh, NC · On-site

Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth ... Management, Insurance Planning, Trust & Estate Planning Preferred: Advanced Advisor/ Planning ...

First Citizens

$125 - $150/hr

Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth ... Serving as the primary relationship manager for affluent individuals and families, the position ...

New

First Citizens Bank

Private Banker

Fort Lauderdale, FL · On-site

Overview Join First Citizens Bank and be part of a team dedicated to helping clients build stronger ... depository, and wealth management solutions. Work extensively with Client Advisors, Private ...

First Citizens Bank

Private Banker

Alpharetta, GA · On-site

Overview Join First Citizens Bank and be part of a team dedicated to helping clients build stronger ... depository, and wealth management solutions. Work extensively with Client Advisors, Private ...

First Citizens Bank

Private Banker

Alpharetta, GA · On-site

Overview Join First Citizens Bank and be part of a team dedicated to helping clients build stronger ... depository, and wealth management solutions. Work extensively with Client Advisors, Private ...

First Citizens Bank

Private Banker

Fort Lauderdale, FL · On-site

Overview Join First Citizens Bank and be part of a team dedicated to helping clients build stronger ... depository, and wealth management solutions. Work extensively with Client Advisors, Private ...

First Citizens Bank

Affluent Wealth Advisor

Menlo Park, CA · On-site

$106K - $150K/yr

Client Relationship Management Structured Sales Process Knowledge of Banking and Securities ... Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a ...

First Citizens Bank

Affluent Wealth Advisor

Menlo Park, CA · On-site

$106K - $150K/yr

Client Relationship Management Structured Sales Process Knowledge of Banking and Securities ... Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a ...

First Citizens Bank

Private Banker

Fort Lauderdale, FL · On-site

Overview Join First Citizens Bank and be part of a team dedicated to helping clients build stronger ... depository, and wealth management solutions. Work extensively with Client Advisors, Private ...

First Citizens Bank

Private Banker

Alpharetta, GA · On-site

Overview Join First Citizens Bank and be part of a team dedicated to helping clients build stronger ... depository, and wealth management solutions. Work extensively with Client Advisors, Private ...

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First Citizens Bank Jobs Information

What is it like to work at First Citizens Bank?

First Citizens Bank is known for its community-focused culture, prioritizing customer relationships and employee development. The bank's team structure is designed to foster collaboration, with employees working in a dynamic environment that encourages open communication and teamwork to achieve shared goals. Working at First Citizens Bank may appeal to candidates who value a stable and growing organization with a strong commitment to community involvement and professional growth opportunities.

What makes First Citizens Bank an attractive place to work?

First Citizens Bank is a leading regional bank with a long history of stability and growth, offering a wide range of financial services to individuals, businesses, and institutions. The company's workplace culture values innovation, collaboration, and employee development, with opportunities for professional growth and advancement in a supportive and inclusive environment. By joining First Citizens Bank, individuals can contribute to the company's mission of delivering exceptional customer service and making a positive impact in their communities, while also advancing their own careers and achieving their personal and professional goals.

Do workers at First Citizens Bank get paid breaks?

No. Most people don’t get paid breaks.
73% of people say they don’t get paid breaks.
Based on data from 30 people who took the Breakroom Quiz between August 2025 and July 2026.

Does First Citizens Bank pay people when they’re sick?

Yes. Most people get paid when they’re sick.
83% of people say they would get paid if they were sick but scheduled to work.
Based on data from 35 people who took the Breakroom Quiz between August 2025 and July 2026.

At First Citizens Bank, are sick days and vacation days separate paid time off?

Sick days and vacation days are used from the same paid time off.
82% of people say they have to use vacation days when they’re out sick.
Based on data from 38 people who took the Breakroom Quiz between August 2025 and July 2026.

Is the health insurance from First Citizens Bank affordable enough for their workers?

Most people say the health insurance costs are okay.
89% of people say the health insurance costs are okay
Based on data from 36 people who took the Breakroom Quiz between August 2025 and July 2026.

Do people get paid time off at First Citizens Bank?

Most people get paid time off work.
97% of people say they get paid time off.
Based on data from 39 people who took the Breakroom Quiz between August 2025 and July 2026.

How far ahead of time do people find out their work schedule?

Most people find out their schedule less than four weeks ahead of time.
  • 32% of people with changing schedules find out their shifts one week or less ahead of time.
  • 32% of people with changing schedules find out their shifts two weeks ahead of time.
  • 5% of people with changing schedules find out their shifts three weeks ahead of time.
  • 32% of people with changing schedules find out their shifts four weeks or more ahead of time.

Based on data from 19 people who took the Breakroom Quiz between December 2024 and July 2026.

Do workers at First Citizens Bank worry about hours?

Most people don’t worry about getting enough hours.
95% of people report they don’t worry about getting enough hours.
Based on data from 73 people who took the Breakroom Quiz between December 2024 and July 2026.

Do First Citizens Bank workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
47% report that they don’t have enough control over which shifts they work.
Based on data from 58 people who took the Breakroom Quiz between December 2024 and September 2025.

How easy is it for First Citizens Bank workers to change shifts?

Most people find it easy to change shifts.
67% of people report that it’s easy to change shifts if they need to.
Based on data from 33 people who took the Breakroom Quiz between December 2024 and September 2025.

How easy is it to get time off at First Citizens Bank?

Most people find it easy to get time off.
73% of people report it’s easy to get time off.
Based on data from 30 people who took the Breakroom Quiz between August 2025 and July 2026.

Do First Citizens Bank managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
95% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 73 people who took the Breakroom Quiz between December 2024 and July 2026.

Do jobs at First Citizens Bank spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
12% of people report that their job takes up time that they don’t get paid for.
Based on data from 75 people who took the Breakroom Quiz between December 2024 and July 2026.

How easy is it to take sick days at First Citizens Bank?

Most people find it easy to take sick days.
68% of people report that it’s easy to take time off if they are sick.
Based on data from 34 people who took the Breakroom Quiz between August 2025 and July 2026.

Is a First Citizens Bank job good for students?

Most students say this is a good place to work if you’re studying.
75% of students report this is a good place to work if you’re studying.
Based on data from 12 people who took the Breakroom Quiz between December 2024 and July 2026.

Is working at First Citizens Bank good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
82% of people who care for a child or other relative report this is a good place to work.
Based on data from 38 people who took the Breakroom Quiz between December 2024 and July 2026.

Do people at First Citizens Bank feel treated with respect by their managers?

Most people feel treated with respect by their managers.
84% of people say they’re treated with respect by their managers.
Based on data from 43 people who took the Breakroom Quiz between June 2025 and June 2026.

Do people at First Citizens Bank get to take their breaks without interruption?

Most people get breaks without interruption.
78% of people report that they get to take their breaks without interruption.
Based on data from 40 people who took the Breakroom Quiz between May 2025 and May 2026.

Is it stressful to work at First Citizens Bank?

Most people feel stressed here.
79% of people say they often feel stressed at work.
Based on data from 38 people who took the Breakroom Quiz between August 2025 and July 2026.

Do people at First Citizens Bank enjoy their jobs?

Most people enjoy their job.
70% of people report they enjoy their job.
Based on data from 33 people who took the Breakroom Quiz between August 2025 and July 2026.

Do people at First Citizens Bank recommend working with their team?

Only some people recommend working with their team.
53% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 40 people who took the Breakroom Quiz between August 2025 and July 2026.

Do people get enough training when they start at First Citizens Bank?

Some people didn’t get enough training when they started.
48% of people report they didn’t get enough training when they started working here.
Based on data from 40 people who took the Breakroom Quiz between August 2025 and July 2026.

Do people get support to advance at First Citizens Bank?

Only some people are given support to advance their career here.
In the last year, 45% of people report not being given support to advance their career here.
Based on data from 31 people who took the Breakroom Quiz between August 2025 and July 2026.

Do people think First Citizens Bank’s headquarters understands what’s happening where they work?

Most people think headquarters doesn’t understand what’s happening where they work.
83% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 35 people who took the Breakroom Quiz between August 2025 and July 2026.

Do workers feel well informed about how First Citizens Bank is doing?

Most people feel well informed about how the company is doing.
71% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 35 people who took the Breakroom Quiz between August 2025 and July 2026.

What other companies are hiring for Wealth Management Advisor jobs?

What are the most popular jobs at First Citizens Bank?

What are the most popular categories at First Citizens Bank?

Infographic showing various Wealth Management Advisor job openings at First Citizens Bank in the United States as of September 2026, with employment types broken down into 99% Full Time, and 1% Part Time. Highlights an 56% Physical, 12% Hybrid, and 32% Remote job distribution.

Wealth Consultant

Raleigh, NC • On-site

First Citizens Bank
See more jobs at First Citizens Bankexternal

Full-time

Re-posted 4 days ago

First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

108th of 176 rated banks

Job description

Overview

Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals. Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused on relationships, trust, and long-term impact. 

This Wealth Consultant is responsible for identifying, acquiring, expanding, and retaining high net worth clients through comprehensive wealth management and financial planning solutions. Serving as the primary relationship manager for affluent individuals and families, the position delivers holistic advice while coordinating closely with specialists across the Wealth team to provide an integrated client experience. The role develops and executes strategies to uncover revenue-generating opportunities across multiple product and service lines, driving growth and profitability through a consultative, planning-based approach. As a trusted advisor and Brand Ambassador, the incumbent represents and promotes the Wealth business within the Bank and throughout the communities we serve.
 

#LI-MP1


Responsibilities & Qualifications

Duties & 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

Required License Type: Series 7, 65 or 66 licenses, State Life & Health (and LTC Insurance if applicable) license

Preferred Area of Experience: Client Acquisition, Asset Gathering, comprehensive Financial Planning, Banking, Investment Management, Insurance Planning, Trust & Estate Planning

Preferred: Advanced Advisor/ Planning Designation 


Additional Information

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.

Qualifications:

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.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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