Wealth Consultant
First Citizens Bank•New York, NY
438d•$197,000 - $300,000
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About The Position
The Wealth Consultant is responsible for identifying, engaging, acquiring, and retaining high net worth clients through holistic wealth management planning. This role serves as the primary relationship manager for clients, coordinating advice and activities with the Wealth team to develop revenue-producing opportunities across multiple product lines. The Wealth Consultant also acts as a Brand Ambassador, promoting the Wealth line of business within the Bank and the communities served.
