Wealth Advisor for High-Net-Worth Clients
First Citizens Wealth
First Citizens Bank is seeking an Affluent Wealth Advisor to acquire and grow relationships with emerging High Net Worth clients in the California innovation economy. You will deliver personalized guidance and ongoing relationship management, coordinating with Wealth experts to provide investment, insurance, credit, and banking solutions. Based in Menlo Park, this role emphasizes planning-based client conversations, cross-team collaboration, and compliance with bank policies while delivering #J-18808-Ljbffr
Vacancy posted 1 day ago
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