-
Wealth Consultant
3 weeks ago
First Citizens Atlanta, United StatesOverview · The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities wit ...
-
Wealth Consultant
2 weeks ago
First Citizens Bank Atlanta, GA, United StatesOverview: The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with ...
-
Wealth Management Consultant
4 weeks ago
Fidelity Investments Atlanta, United StatesJob Description: · Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business m ...
-
EY Atlanta, GA, United StatesEY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the b ...
-
Ernst & Young Atlanta, United StatesJob Description · EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technolo ...
-
VP Consultant Relations: Wealth
2 weeks ago
Alight Virtual, United States OTHEROur story · At Alight, we believe a company's success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to "Be Alight." · Our Values: · Champion People – be empathetic and help create a plac ...
-
Buyers Agent
4 days ago
The Ben Kinney Team Atlanta - Powered by PLACE Atlanta, United States**Summary**: · You have the opportunity to grow with us as a Listing Agent. We provide the real estate expertise, Brivity Technology and Brivity Marketer that will save you time, provide meaningful touches to your clients and empower your career trajectory. · **Responsibilities** ...
-
Showing Agent
4 days ago
The Ben Kinney Team Atlanta - Powered by PLACE Atlanta, United States**Summary**: · **The Ben Kinney Real Estate Team - Powered by PLACE at Keller Williams** · The #1 Real Estate Team in the US. In 2022, we collectively sold over 10,000 homes. · We have a proven model and playbook for real estate sales success. · Learn how to become a successful r ...
-
Financial Consultant
5 days ago
Empower Stone Mountain, United States Full timeGrow your career with a growing organization · Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfa ...
-
Travel Ultrasound Technologist
1 week ago
Remede Consulting Group Atlanta, GA, United StatesRemede Consulting Group is seeking a travel Ultrasound Technologist for a travel job in Atlanta, Georgia. · Job Description & Requirements · Specialty: Ultrasound Technologist · Discipline: Allied Health Professional · Start Date: 05/20/2024 · Duration: 13 weeks · 40 hours per we ...
-
Financial Consultant
1 week ago
Top Flight Financial Atlanta, United StatesWe are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. · We utilize every aspect of the financial industry: · Wealth Management · Retirement Planning · Tax Deductions · College Funding · Wealth Preservat ...
-
Signing Director
1 week ago
CliftonLarsonAllen Atlanta, United StatesSigning Director - Private Client Tax page is loaded · Signing Director - Private Client Tax · Apply · locations · Atlanta, GA · time type · Full time · posted on · Posted 30+ Days Ago · job requisition id · R13033 · CLA is a top 10 national professional services firm ...
-
Medical Wealth Advisor I
4 days ago
Truist Financial Corporation Atlanta, United StatesThe Medical Wealth Advisor I manages a portfolio of physicians in the Medical Specialty Group while developing and deepening relationships through proactive financial consulting for all clients. Typically manages a portfolio of Medical physic Wealth Advisor, Medical, Wealth, Fina ...
-
Senior Consultant
1 week ago
Infosys Atlanta, United StatesWork Location · Atlanta, GA, Bridgewater, NJ, Chicago, IL, Dallas, TX, New York, NY · Domain · Consulting · Interest Group · Skills · Company · ITL USA · Requisition ID · 118170BR · Salary min · 93500 · Salary max · 118500 · The Role – What You'll Do · You will be part of a cros ...
-
Travel Mammography Technologist
3 weeks ago
Remede Consulting Group Atlanta, GA, United StatesRemede Consulting Group is seeking a travel Mammography Technologist for a travel job in Atlanta, Georgia. · Job Description & Requirements · Specialty: Mammography Technologist · Discipline: Allied Health Professional · Duration: 13 weeks · 40 hours per week · Shift: 8 hours, da ...
-
Travel MRI Technologist
3 weeks ago
Remede Consulting Group Atlanta, GA, United StatesRemede Consulting Group is seeking a travel MRI Technologist for a travel job in Atlanta, Georgia. · Job Description & Requirements · Specialty: MRI Technologist · Discipline: Allied Health Professional · Duration: 13 weeks · 40 hours per week · Shift: 10 hours, days · Employment ...
-
Travel Mammography Technologist
3 weeks ago
Remede Consulting Group Atlanta, GA, United StatesRemede Consulting Group is seeking a travel Mammography Technologist for a travel job in Atlanta, Georgia. · Job Description & Requirements · Specialty: Mammography Technologist · Discipline: Allied Health Professional · Duration: 13 weeks · 40 hours per week · Shift: 8 hours, da ...
-
Travel MRI Technologist
3 weeks ago
Remede Consulting Group Atlanta, GA, United StatesRemede Consulting Group is seeking a travel MRI Technologist for a travel job in Atlanta, Georgia. · Job Description & Requirements · Specialty: MRI Technologist · Discipline: Allied Health Professional · Duration: 13 weeks · 36 hours per week · Shift: 12 hours, nights · Employme ...
-
Travel Mammography Technologist
3 weeks ago
Remede Consulting Group Atlanta, GA, United StatesRemede Consulting Group is seeking a travel Mammography Technologist for a travel job in Atlanta, Georgia. · Job Description & Requirements · Specialty: Mammography Technologist · Discipline: Allied Health Professional · Duration: 13 weeks · 36 hours per week · Shift: 12 hours, d ...
-
Travel Mammography Technologist
2 weeks ago
Remede Consulting Group Atlanta, GA, United StatesRemede Consulting Group is seeking a travel Mammography Technologist for a travel job in Atlanta, Georgia. · Job Description & Requirements · Specialty: Mammography Technologist · Discipline: Allied Health Professional · Start Date: 05/20/2024 · Duration: 13 weeks · 40 hours per ...
Wealth Consultant - Atlanta, United States - First Citizens Bank
Description
Overview:
The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning.
Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team.
Determines and develops revenue-producing opportunities in multiple product lines to achieve growth and profitability goals through a diversified financial planning based approach.
Serves as a Brand Ambassador by representing and promoting the Wealth line of business within the Bank and across the communities served.
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.
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
Preferred Area of Experience:
Client Acquisition, Asset Gathering, comprehensive Financial Planning, Banking, Investment Management, Insurance Planning, Trust & Estate Planning
License or Certification Type:
Series 7, 65 or 66 licenses, and State Life & LTC Insurance License Required, Advanced Advisor/ Planning Designation Preferred