First Citizens Wealth Management

First Citizens Wealth Management The trust department of First Citizens Bank. We help plan, grow & protect legacies across generations Welcome to First Citizens Wealth Management.

Our team is comprised of experienced professionals working together to help you plan, grow, and protect your legacy for generations. Who we are:
• The Trust department of First Citizens Bank offering comprehensive Wealth Management services regulated by the Iowa Division of Banking and the Federal Reserve.
• Fiduciaries serving in our clients’ best interest.
• A one-stop shop for all your financia

l needs.
• A collaborative team comprised of professionals with diverse experience and education. Who we are not:
• Commissioned-sales people.
• Stock pickers.
• Lone rangers. Our Wealth Advisory team is led by Wealth Advisors helping individuals, families and businesses plan for major life goals and transitions. We focus on putting together the financial puzzle for our customers dealing with different seasons of life. We also provide Plan Sponsors with competitive and local retirement plan services. Our Investment Team provides solid and consistent portfolio management. We deliver peace of mind allowing clients to rely on our specialized team to navigate complex markets and grow their wealth. Our clients include individuals, families, businesses, nonprofits, foundations, and our outsourcing partners. Our Fiduciary Team protects your legacy by serving as Trustee, Executor, Conservator, Agent Under a Financial Power of Attorney or Farm Manager. Our Trust Officers serve a full-time role in this capacity, unlike others with additional responsibilities, and little training or expertise. We are educated and experienced in the requirements and appropriate procedures to administer fiduciary matters. Our professionalism minimizes the emotions of difficult situations and allows family legacies to continue for generations. Our Trust Operations teams is behind the scenes, ensuring the smooth operations of all account activity. Unlike many investment firms, we have the benefit of an in-house operations team, allowing us to offer clients fast and flexible service. We also provide operational outsourcing support to outside trust departments. Together, we provide a wealth of services to clients, allowing them peace of mind. We invite you to experience our difference. First Citizens Wealth Management - A Team You Can Trust. Disclosure: Products provided by First Citizens Wealth Management are not insured by the FDIC, are not deposits of the bank and are not guaranteed by First Citizens Bank; and, are subject to investment risks, including possible loss of the principal invested. Please note that neither First Citizens Bank nor the First Citizens Wealth Management Department provide tax or legal advice. You should always consult an attorney along with a tax professional for your specific situation.

Celebrating 5 years with Erin Trask, Trust Operations Supervisor in our Wealth Management Department! Thank you, Erin, f...
06/01/2026

Celebrating 5 years with Erin Trask, Trust Operations Supervisor in our Wealth Management Department! Thank you, Erin, for the impact you make each day and for all you do to support our clients and team. Congratulations!

05/27/2026
Congratulations to Ryan Cole, Paraplanner in our Wealth Management Department, on 1 year with us! Thank you for bringing...
05/27/2026

Congratulations to Ryan Cole, Paraplanner in our Wealth Management Department, on 1 year with us! Thank you for bringing your hard work, dedication, and positive attitude to the team. We are excited to celebrate this milestone with you and look forward to many more ahead!

📸 Last Call for Entries!There’s still time to enter our 19th Annual Snapshots Photo Contest! Submit your favorite photos...
05/26/2026

📸 Last Call for Entries!

There’s still time to enter our 19th Annual Snapshots Photo Contest! Submit your favorite photos by May 31 for a chance to be featured in our 2027 wall calendar.

🌅 Nature
🐾 Wildlife
🚜 Rural Life
🍂 Scenic Views
…and more!

🔗 Submit your photos here: https://myfcb.bank/snapshots-photo-contest.html

Don't miss your chance to share your creativity!

Memorial Day is a time to honor those who gave their lives in service to our country. Their sacrifice is remembered in t...
05/25/2026

Memorial Day is a time to honor those who gave their lives in service to our country. Their sacrifice is remembered in the lives they touched and the legacy they leave behind.

All locations will be closed today Monday, May 25 in observance of Memorial Day. We will reopen with normal hours on Tuesday, May 26.

We will be CLOSED on Monday, May 25 observing Memorial Day. We will resume normal hours on Tuesday, May 26.
05/22/2026

We will be CLOSED on Monday, May 25 observing Memorial Day. We will resume normal hours on Tuesday, May 26.

Looking for a Career Change? We’re hiring for a Trust & Wealth Assistant I to join our team! • Exceptional benefits (401...
05/18/2026

Looking for a Career Change?

We’re hiring for a Trust & Wealth Assistant I to join our team!

• Exceptional benefits (401k & ESOP)
• Competitive pay
• Training & Learning Opportunities
• Community Involvement
• Family-Friendly Culture

Grow your career with a team that values expertise, service, and community impact.

Learn more and apply online today! https://myfcb.bank/careers.html

First Citizens Bank is an Equal Opportunity Employer of protected veterans and individuals with disabilities.

At First Citizens Wealth Management, we specialize in helping employers create secure, transparent, and cost‑effective r...
04/27/2026

At First Citizens Wealth Management, we specialize in helping employers create secure, transparent, and cost‑effective retirement plans tailored to their workforce.

Whether you need to evaluate your current plan or build a new one, our experienced team is here to help. Let us review your plan and provide insights into pricing, structure, investment options, and opportunities to strengthen outcomes for you and your employees.

Call (641) 422‑1600 or email [email protected] to schedule a no-obligation consultation. Speak with Colleen Mooney or Terry Bleile about the Retirement Plan we can offer.

Products provided by First Citizens Wealth Management are not FDIC insured, are not deposits of the bank and are not guaranteed by First Citizens Bank; and, are subject to investment risks, including possible loss of principal invested.

04/18/2026

Hiring update 📣

We’ve filled the Wealth Management Compliance Specialist I role internally 🎉

We are still hiring for:
• Trust Operations Specialist I (new)
• Trust & Wealth Assistant I

Resharing our original video below. Please share if you know someone great! Details to apply in original post.

Happy Easter! 🐣Wishing you a wonderful day and a season full of fresh beginnings!
04/05/2026

Happy Easter! 🐣

Wishing you a wonderful day and a season full of fresh beginnings!

Address

2601 4th Street SW
Mason City, IA
50401

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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