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Wealth Planner Job
First Citizens Bank | Charlotte, North Carolina
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Job Description

Wealth Planner
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Job ID #: 28949
Location: NC-Charlotte
Functional Area: Wealth Management - Sales
Employment Type: Full-Time Exempt
Education Required: High School Diploma
Experience Required: 10 or more years
Days and Hours: M-F 8-5
Physical Address: 128 S. Tryon Street, Charlotte, NC 28202
Department Name: Wealth Management

Position Description

The Wealth Planner will create and support a client-centered, advice-based culture among Wealth Management Professionals by leading the wealth planning process, managing internal resources and providing technical expertise to team members. Design and present strategic planning recommendations and discover new opportunities for clients and prospects.

Principal Accountabilities:
Create and support a client-centered, advice-based planning culture. Lead and implement Wealth Management planning strategy. Partner with Wealth Management Professionals in advice delivery process for High Net Worth clients. Manage wealth planning workflow process.
Design and present strategic wealth planning recommendations to clients and prospects, in partnership with Wealth Management Professionals.
Analyze the financial situation of high net worth clients and prospects. Identify potential gaps and risks in their current wealth management strategies, taking into account legal, tax and investment goals and limitations. Based on client information provided, determine the appropriate level of analytics and tools for the wealth plan.
Discover potential revenue generating opportunities related to the client's planning process. This may include participating in Wealth Management or bank client events.
Provide team leadership and coaching to help Wealth Management Professionals maintain and expand their knowledge of wealth planning topics and tools. Initiate and lead internal education and development events for internal partners. Support wealth management enterprise-wide planning implementation.

Position Requirements

Basic Qualifications:
Bachelor degree with a minimum of 6 years wealth management experience to include at least 3 years financial planning experience.
High School Diploma with a minimum of 10 years wealth management experience to include at least 3 years financial planning experience.
Certified Financial Planner designation.
Strong group facilitation and presentation skills.
Excellent internal and external client relationship management skills.
Strong written, verbal, problem solving, and analytical skills.
Ability to navigate financial planning software and Microsoft Office.
Preferred Qualifications:
Experience with eMoney and/or MoneyGuidePro.
Juris Doctor or Certified Public Accountant designation
Certified Trust & Financial Advisor (CTFA) designation.


First Citizens Bank is an equal opportunity employer that does not discriminate against applicants on the bases of race, color, religion, national origin, sex, age, disability, veteran or military status, sexual orientation, gender identity, genetic information, or any other legally protected status.

About First Citizens Bank

First Citizens BancShares Inc. has over $21 billion in assets. BancShares' banking subsidiaries, First Citizens Bank and IronStone Bank, provide a broad range of financial services to individuals, businesses, professionals and the medical community through a network of over 400 branch offices, telephone banking, online banking and ATMs. BancShares is one of Forbes' Platinum 400 Best Big Companies in America. Founded in 1898, First Citizens Bank today operates in North Carolina, Virginia, West Virginia, Tennessee, Maryland, Florida, Washington state and Southern California. The bank has received multiple national awards for customer satisfaction, sustained profitability and overall stability and security, including a five-star superior ranking by independent banking rating firm BauerFinancial Inc. and Greenwich Excellence Awards for Business Banking.

This company profile was created by AfterCollege and is about First Citizens Bank. This page is not endorsed by or affiliated with First Citizens Bank. For questions regarding company profiles, please email: care@aftercollege.com.