This position provides sales leadership and strategic direction to the Wealth Management organization across the assigned region. Designs and implements strategies that increase sales, improve service quality, and manage employee performance. Drives regional vision and new business development. Responsible for risk, compliance, and financial management of the region. Establishes strong partnerships focused on internal collaboration to accomplish organization and divisional goals.
#LI-MP1
ResponsibilitiesBachelor's Degree and 10 years of experience in Sales investment advisory and planning skills in a client facing environment OR High School Diploma or GED and 14 years of experience in Sales investment advisory and planning skills in a client facing environment
Required: License or Certification Type: Possess valid Series 6 or 7, 65 or 66, and 9, 10, or 24 licenses
Preferred: CFP designation.
Skill(s): Ability to anticipate changing market conditions, Knowledge of financial industry regulations
The base pay for this position is generally between $310,000 and $350,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at
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