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Home › Companies › C277c689 75a7 486c B02a 06548721c568 19000101 000001 › Wealth Consultant

Wealth Consultant

C277c689 75a7 486c B02a 06548721c568 19000101 000001 · Fuquay Varina, NC, US, Fuquay Varina, NC · Active · ADP Workforce Now Recruiting

Job facts

FieldValue
CompanyC277c689 75a7 486c B02a 06548721c568 19000101 000001
TitleWealth Consultant
Normalized title-
Department / team-
LocationFuquay Varina, NC, United States
Work model-
Employment typeFull Time
Salary-
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-03-09 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from C277c689 75a7 486c B02a 06548721c568 19000101 000001.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Fuquay Varina.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyC277c689 75a7 486c B02a 06548721c568 19000101 000001
Source298b3e36-8798-4725-a196-2cf18586ebe8
ATS providerADP Workforce Now Recruiting

Description

SUMMARY: The Wealth Consultant is responsible for uncovering new business opportunities across the Bank footprint and managing their current client relationships. This position will interact with clients and serve as a wealth consultant and helps identify other banking services needed by our high-net-worth clients. This position will serve as the first point of contact for all new business opportunities. PRINCIPAL ACCOUNTABILITIES: Time: Description: 40% Promote and develop new business activities for the acquisition of new Wealth clients through ongoing training and development of Bank associates. 10% Develop marketing strategies for internal and external partners. Oversee new business outreach efforts (newsletters, events, etc.). 10% Provide ongoing feedback and communication with referral partners. 15% Track and schedule new business opportunities and follow-up meetings. 5% Develop annual client strategies and coordinate team members to implement strategies. 10% Perform client reviews and updates to client's financial and estate plans, as needed. 10% Oversee the final presentation preparation for clients and/or prospects, utilizing IAA and WOA, as well as available systems: Accutech, Scorecard, fi360, etc.). BASIC QUALIFICATIONS: Bachelor’s degree with a minimum of 5 years investment management, brokerage, or trust experience or an equivalent combination of education and experience. ADDITIONAL QUALIFICATIONS: Strong communication and presentation skills. Ability to relate to a diverse audience. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Affirmative Action/Equal Opportunity Employer

Full job record

Job IDaee429f47e1dc05d7fd0aeb363c1618a41ba92f4
Org ID1a8eaab2-6a5f-4a5a-83c0-607ba8031c17
Source ID298b3e36-8798-4725-a196-2cf18586ebe8
Board ID298b3e36-8798-4725-a196-2cf18586ebe8
Provideradp_workforcenow
Provider Job Key568936
TitleWealth Consultant
Normalized Title—
Statusactive
Activeyes
Location TextFuquay Varina, NC, US, Fuquay Varina, NC
Department—
Team—
Employment Typefull_time
Workplace Type—
Remote Policy—
CountryUnited States
RegionNC
CityFuquay Varina
Salary Raw—
Salary Min—
Salary Max—
Salary Currency—
Salary Period—
Source URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=c277c689-75a7-486c-b02a-06548721c568&ccId=19000101_000001&lang=en_US&type=JS&jobId=568936&jwId=9201242283146_1
Apply URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=c277c689-75a7-486c-b02a-06548721c568&ccId=19000101_000001&lang=en_US&type=JS&jobId=568936&jwId=9201242283146_1
First Seen At2026-05-31 18:26:06Z
Last Seen At2026-06-06 12:04:10Z
Last Checked At2026-06-06 12:04:10Z
Last Changed At2026-06-06 12:04:10Z
Inactive At—
Source Posted At2026-03-09 19:24:00Z
Source Updated At—
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=adp_workforcenow/board=c277c689-75a7-486c-b02a-06548721c568|19000101_000001/date=2026-06-06/2026-06-06T12-04-09-961Z-3b90068f7bca97486309553134b35f5f4b54355e7915688838b34e3b0dd6f3e6.json
Event Fields
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  "last_changed_at": "2026-06-06T12:04:10.701Z",
  "active_status": "active"
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Parsed Structured
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Extensions
{}
Native Structured
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    "requisitionDescription": "<div><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;' id=\"isPasted\"><strong><u><span style='font-size:14px;font-family:\"Arial\",sans-serif;color:#005695;'>SUMMARY:</span></u></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;'><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;color:black;'>The Wealth Consultant is responsible for uncovering new business opportunities across the Bank footprint and managing their current client relationships. This position will interact with clients and serve as a wealth consultant and helps identify other banking services needed by our high-net-worth clients. This position will serve as the first point of contact for all new business opportunities.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;'><strong><u><span style='font-size:14px;font-family:\"Arial\",sans-serif;color:#005695;'>PRINCIPAL ACCOUNTABILITIES:</span></u></strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>&nbsp;</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;'><strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>Time:&nbsp; &nbsp;Description:</span></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:.5in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;text-indent:-.5in;'><strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>40%</span></strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>&nbsp; &nbsp; &nbsp;<span style=\"color:black;\">Promote and develop new business activities for the acquisition of new Wealth clients through ongoing training and development of Bank associates. </span></span><span style='font-size:13px;line-height:107%;font-family:\"Arial\",sans-serif;color:black;'>&nbsp;</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:.5in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;text-indent:-.5in;'><strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>10%&nbsp; &nbsp; &nbsp;</span></strong><span style='font-family:\"Arial\",sans-serif;color:black;'>Develop marketing strategies for internal and external partners. Oversee new business outreach efforts (newsletters, events, etc.).</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:.5in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;text-indent:-.5in;'><strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>10%&nbsp; &nbsp; &nbsp;</span></strong><span style='font-family:\"Arial\",sans-serif;color:black;'>Provide ongoing feedback and communication with referral partners.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:.5in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;text-indent:-.5in;'><strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>15%&nbsp; &nbsp; &nbsp;</span></strong><span style='font-family:\"Arial\",sans-serif;color:black;'>Track and schedule new business opportunities and follow-up meetings.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:.5in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;text-indent:-.5in;'><strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>5%&nbsp; &nbsp; &nbsp; &nbsp;</span></strong><span style='font-family:\"Arial\",sans-serif;color:black;'>Develop annual client strategies and coordinate team members to implement strategies.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:.5in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;text-indent:-.5in;'><strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>10%&nbsp; &nbsp; &nbsp;</span></strong><span style='font-family:\"Arial\",sans-serif;color:black;'>Perform client reviews and updates to client&#39;s financial and estate plans, as needed.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:.5in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;text-indent:-.5in;'><strong><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>10%&nbsp; &nbsp; &nbsp;</span></strong><span style='font-family:\"Arial\",sans-serif;color:black;'>Oversee the final presentation preparation for clients and/or prospects, utilizing IAA and WOA, as well as available systems: Accutech, Scorecard, fi360, etc.).</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;'><strong><u><span style='font-size:14px;font-family:\"Arial\",sans-serif;color:#005695;'>BASIC QUALIFICATIONS:</span></u></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;'><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>Bachelor&rsquo;s degree with a minimum of 5 years investment management, brokerage, or trust experience or an equivalent combination of education and experience.</span><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;'><strong><u><span style='font-size:14px;font-family:\"Arial\",sans-serif;color:#005695;'>ADDITIONAL QUALIFICATIONS:</span></u></strong></p><ul style=\"list-style-type: disc;\"><li><span style='line-height:107%;font-family:\"Arial\",sans-serif;font-size:14px;color:black;'>Strong communication and presentation skills.</span></li><li><span style='line-height:107%;font-family:\"Arial\",sans-serif;font-size:14px;color:black;'>Ability to relate to a diverse audience.</span></li></ul><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;'><span style='font-size:14px;line-height:107%;font-family:\"Arial\",sans-serif;'>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;text-align:center;'><span style='font-size:11px;line-height:107%;font-family:\"Arial\",sans-serif;'>The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.&nbsp;</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;text-align:center;'><span style='font-size:11px;line-height:107%;font-family:\"Arial\",sans-serif;'>They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.&nbsp;</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;font-size:11.0pt;font-family:\"Calibri\",sans-serif;text-align:center;'><span style='font-size:11px;line-height:107%;font-family:\"Arial\",sans-serif;'>Affirmative Action/Equal Opportunity Employer</span></p></div>\n",
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