Wealth Client Advisor
Listed on 2026-10-07
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Services, Financial Sales
First Citizens Wealth in San Francisco is seeking a Wealth Client Specialist to support Fiduciary Officers and enhance client service. You will handle service-related activities including money movement and account maintenance, while also analyzing market trends and preparing client documentation.
Preferred candidates are those with a bachelor’s degree, or a high school diploma along with relevant experience in sales or customer service. This position offers a competitive pay range of $32.00 to $43.00 per hour.
The following opening is for a Wealth Client Advisor with First Citizens Wealth.
This role, Wealth Client Advisor at First Citizens Wealth, could be your next career step.
Are you ready to take on the Wealth Client Advisor role at First Citizens Wealth?
We would love to welcome a new Wealth Client Advisor to our group in San Francisco, CA, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).