ZipRecruiter

Log In

First Convenience Bank
First Convenience Bank

60 First Convenience Bank Wealth Manager Jobs Hiring Near You

First Citizens

Wealth Consultant

Raleigh, NC · On-site

$110 - $190/hr

Overview Build a meaningful career with First Citizens Bank, where we help individuals, families ... Serving as the primary relationship manager for affluent individuals and families, the position ...

CNB Bank

CNB Bank, Wealth Partner

State College, PA · On-site

Engage in relationship management activities so that relationships are nurtured and expanded, and ... Wealth Advisement, or a related field required. 15+ years' worth of wisdom in banking, financial ...

Huntington

Private Bank Wealth Advisor IV

Chicago, IL · On-site +1

$102K - $208K/yr

The Private Bank Wealth Advisor IV is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan.

Huntington

Private Bank Wealth Advisor IV

Chicago, IL · On-site +1

The Private Bank Wealth Advisor IV is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan.

CNB Bank

CNB Bank, Wealth Partner

State College, PA · On-site

Engage in relationship management activities so that relationships are nurtured and expanded, and ... Wealth Advisement, or a related field required. 15+ years' worth of wisdom in banking, financial ...

Annex Wealth Management

Wealth Manager - Appleton

WI · On-site

Excellent communication skills and a client-first mindset, especially in high-touch service ... Annex Wealth Management is an equal opportunity employer. We are committed to providing a work ...

Huntington

Private Bank Wealth Advisor IV

Chicago, IL · On-site +1

The Private Bank Wealth Advisor IV is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan.

Iowa State Bank

Bank President

Orange City, IA

Wealth Management, Insurance, & Real Estate Leadership * Provide strategic leadership and oversight to the Bank's Wealth Management and Insurance, and Real Estate businesses. * Collaborate with ...

previous page

Showing results 41-60

All JobsFirst Convenience Bank JobsFirst Convenience Bank Wealth Manager Jobs

First Convenience Bank Jobs Information

What is it like to work at First Convenience Bank?

First Convenience Bank is a community-focused financial institution that prioritizes customer service and community involvement, fostering a culture of teamwork and collaboration among employees.

The bank's team structure is designed to promote open communication and cross-functional collaboration, with employees working together to achieve common goals and provide personalized banking services to customers. The work environment is often described as fast-paced and dynamic, with opportunities for professional growth and development.

Working at First Convenience Bank may appeal to individuals who value community involvement, customer service, and career advancement opportunities, as the bank offers a supportive work environment and opportunities for professional growth and development in a dynamic and growing industry.

What makes First Convenience Bank an attractive place to work?

First Convenience Bank is a reputable financial institution that offers a range of banking services to its customers. The company's workplace is characterized by a collaborative environment, where employees can engage in innovative projects and work together to achieve common goals, while also enjoying a stable and secure work setting. Joining First Convenience Bank provides opportunities for professional growth and development, as well as the chance to make a positive impact on the community through the bank's various initiatives and services.

Do workers at First Convenience Bank get paid breaks?

No. Most people don’t get paid breaks.
100% of people say they don’t get paid breaks.
Based on data from 9 people who took the Breakroom Quiz between January 2025 and May 2026.

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

Sometimes. Only some people get paid when they’re sick.
50% of people say they wouldn’t get paid if they were sick but scheduled to work.
Based on data from 16 people who took the Breakroom Quiz between December 2024 and May 2026.

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

Only some people have separate paid time off for sick days and vacation.
40% of people say they have to use vacation days when they’re out sick.
Based on data from 10 people who took the Breakroom Quiz between June 2025 and May 2026.

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

Only some people say the health insurance costs are okay.
60% of people say the health insurance costs are okay
Based on data from 5 people who took the Breakroom Quiz between May 2025 and December 2025.

Do people get paid time off at First Convenience Bank?

Most people get paid time off work.
100% of people say they get paid time off.
Based on data from 10 people who took the Breakroom Quiz between June 2025 and May 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.
  • 46% of people with changing schedules find out their shifts one week or less ahead of time.
  • 15% of people with changing schedules find out their shifts two weeks ahead of time.
  • 38% of people with changing schedules find out their shifts three weeks ahead of time.
  • 0% of people with changing schedules find out their shifts four weeks or more ahead of time.

Based on data from 13 people who took the Breakroom Quiz between December 2024 and December 2025.

Do workers at First Convenience Bank worry about hours?

Most people don’t worry about getting enough hours.
77% of people report they don’t worry about getting enough hours.
Based on data from 13 people who took the Breakroom Quiz between December 2024 and December 2025.

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

Most people get to choose which shifts they work.
85% report that they have enough control over which shifts they work.
Based on data from 13 people who took the Breakroom Quiz between December 2024 and December 2025.

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

Some people find it hard to change shifts.
64% of people report that it’s hard to change shifts if they need to.
Based on data from 11 people who took the Breakroom Quiz between December 2024 and December 2025.

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

Most people find it easy to get time off.
69% of people report it’s easy to get time off.
Based on data from 13 people who took the Breakroom Quiz between January 2025 and December 2025.

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

Most managers don’t change people’s schedules at the last minute.
33% of people say their manager changes their shift schedule at the last minute.
Based on data from 12 people who took the Breakroom Quiz between January 2025 and December 2025.

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

Rarely. The job doesn't usually spill into unpaid time.
0% of people report that their job takes up time that they don’t get paid for.
Based on data from 12 people who took the Breakroom Quiz between December 2024 and December 2025.

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

Some people find it hard to take sick days.
47% of people report that it’s hard to take time off if they are sick.
Based on data from 15 people who took the Breakroom Quiz between December 2024 and May 2026.

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

Some people don’t feel treated with respect by their managers.
43% of people say they’re not treated with respect by their managers.
Based on data from 14 people who took the Breakroom Quiz between December 2024 and May 2026.

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

Most people get breaks without interruption.
67% of people report that they get to take their breaks without interruption.
Based on data from 9 people who took the Breakroom Quiz between January 2025 and May 2026.

Is it stressful to work at First Convenience Bank?

Most people feel stressed here.
93% of people say they often feel stressed at work.
Based on data from 15 people who took the Breakroom Quiz between January 2025 and May 2026.

Do people at First Convenience Bank enjoy their jobs?

Most people enjoy their job.
69% of people report they enjoy their job.
Based on data from 13 people who took the Breakroom Quiz between December 2024 and May 2026.

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

Only some people recommend working with their team.
56% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 16 people who took the Breakroom Quiz between December 2024 and May 2026.

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

Most people got enough training when they started.
75% of people report they got enough training when they started working here.
Based on data from 16 people who took the Breakroom Quiz between December 2024 and May 2026.

Do people get support to advance at First Convenience Bank?

Most people are given support to advance their career here.
In the last year, 80% of people report being given support to advance their career here.
Based on data from 15 people who took the Breakroom Quiz between December 2024 and May 2026.

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

Most people think headquarters doesn’t understand what’s happening where they work.
93% 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 14 people who took the Breakroom Quiz between January 2025 and May 2026.

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

Only some people feel well informed about how the company is doing.
40% of people feel that they aren’t kept well informed about how the company is doing as a whole.
Based on data from 15 people who took the Breakroom Quiz between January 2025 and May 2026.

What other companies are hiring for Wealth Manager jobs?

Regional Wealth Manager

Hancock Whitney Corp.

Houston, TX • On-site

Full-time

Re-posted yesterday

Hancock Whitney Bank rating

7.7

Company rating: 7.7 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

93rd of 172 rated banks

Job description

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
Regional Wealth Managers plan, coordinate and supervise the activities of Wealth Management Teams across multiple markets and geographies, including profitability and sales; creating an atmosphere of integrity, professionalism, quality and exceptional client service. Responsible for the growth and development of assigned markets, improving line of business profitability, providing accurate and superior client service and for cultivating and coordinating referral business with other lines of business within the bank. Serves as liaison between segments of Wealth Management to ensure the company's strategic goals and initiatives are met and/or exceeded.
ESSENTIAL DUTIES & RESPONSIBILITIES:
  • Manages multidisciplinary wealth teams across multiple markets and geographies throughout the bank's footprint. Wealth teams may include Private Bankers, Trust Relationship Managers, Wealth Advisors, Senior Investment Consultants and Administrators.
  • Establishes sales goals and strategies, and assesses unit's performance against set goals. Develops systems and tools to monitor actual results against goals.
  • Responsible for modeling, promoting and implementing One Wealth model within assigned Wealth Teams across multiple markets.
  • Accountable for maintaining corporate standards for regulatory compliance, risk management policies and internal financial and operational controls for all activities related to the Wealth Management
  • Establishes financial controls and assists with the development of market and regional financial forecasts and budgets accordingly
  • Implements competitive benchmarking standards and bank's wealth management target operating model.
  • Develops centers of influence, and participates in community and civic organizations to promote goodwill and generate new business.
  • Compiles and reports financial data as required by organization and government regulations.
  • Provides advice and guidance to team members and ensures that the actions of all team members adhere to organizational policy.
  • Meets with Wealth Management clients and potential clients as needed for new business development and to help region achieve goals.
  • May have supervisory responsibilities over other Regional Wealth Managers.
  • May have supervisory responsibilities of staff positions within Asset Management, assist in establishing an appropriate investment strategy for clients and evaluate and effectively communicates current economic and market conditions.

SUPERVISORY RESPONSIBILITIES:
Responsible for the overall direction, coordination and evaluation of a team of associates, carries out supervisory responsibilities in accordance with the organization's policies and applicable laws; Responsibilities include interviewing, hiring, and training associates; planning, assigning, and directing work; appraising performance; rewarding associates and enforcing policy and procedure; addressing complaints and resolving problems.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
  • Bachelor's degree preferably with a concentration in business, finance or related field required.
  • Graduate degree, Certified Financial Planner (CFP), and/or Certified Wealth Strategist (CWS) preferred.
  • 10 years of related experience in Private Banking or Wealth Management and 7 years of management experience required. 10 years' management experience preferred.
  • Series 24; Series 7; Series 66 or Series 65 and Series 63; as well as Life and Health licenses for the state(s) where business is conducted strongly preferred.
  • Advanced communication, presentation and training skills.
  • Advanced client service, analytical, and organizational skills.
  • Ability to work effectively with all levels of personnel.
  • Experience with Microsoft Office products including Microsoft Word, Excel, Access and PowerPoint.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
  • Ability to travel if required to perform the essential job functions.
  • Ability to work under stress and meet deadlines.
  • Ability to operate related equipment to perform the essential job functions.
  • Ability to read and interpret a document if required to perform the essential job functions.
  • Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

What Hancock Whitney Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply