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.

09/02/2026
We’re proud to share that our “Legacy Lane” build received Best in Show at Habitat for Humanity North Central Iowa's Com...
08/25/2026

We’re proud to share that our “Legacy Lane” build received Best in Show at Habitat for Humanity North Central Iowa's Community Build-A-Thon! 🏆

Thanks to the incredible support of our employees, customers, friends, and community members, we also raised the most money overall and received the Legacy Award!

Thank you to everyone who supported our team and helped turn a tiny build into a big impact for local families! 🏠❤️

Join us for one of our upcoming shred days! Tuesday, September 1st11:30AM – 12:30PMClarion Bank Parking Lot315 Central A...
08/23/2026

Join us for one of our upcoming shred days!

Tuesday, September 1st
11:30AM – 12:30PM
Clarion Bank Parking Lot
315 Central Ave E, Clarion, IA 50525

Wednesday, September 2nd
9:00AM – 10:30AM
Columbia Club Parking Lot
515 Taft Ave, Mason City, IA 50401

Wednesday, September 2nd
11:30AM – 12:30PM
Charles City Bank Parking Lot
300 N Main St, Charles City, IA 50616

Drive up, drop off and watch your personal papers get shredded.

Our team has been hard at work building “Legacy Lane” for Habitat for Humanity North Central Iowa's Build-A-Thon! Check ...
08/10/2026

Our team has been hard at work building “Legacy Lane” for Habitat for Humanity North Central Iowa's Build-A-Thon! Check out our video and progress photos for a behind-the-scenes look at the build. Then, stop by Southbridge Mall starting TODAY to see our display and all the other incredible creations!

We’re celebrating YOU! Join us for Customer Appreciation on Friday, August 14, from 1–3pm at both First Citizens Bank lo...
08/07/2026

We’re celebrating YOU! Join us for Customer Appreciation on Friday, August 14, from 1–3pm at both First Citizens Bank locations in Mason City.

Stop by for FREE ice cream and let us thank you for being a valued customer and part of our community!

2601 4th St. SW & 33 E. State Street

We can’t wait to see you!

08/04/2026

Looking for a new opportunity? Join a team that's committed to making a difference for our customers, coworkers, and communities. Explore our current openings and find your next career at First Citizens Bank!

View our current openings at https://myfcb.bank/careers.html

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

Looking for a Career Change?We’re hiring for a Trust & Wealth Assistant I to join our team!• Exceptional benefits (401k ...
08/03/2026

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.

07/31/2026

We'd love your vote!

First Citizens Bank in Mora is honored to be nominated in the 2026 Best of Kanabec County. If we've made a difference for you, we'd appreciate your support.

You can vote online at https://www.moraminn.com/bestof/ #/gallery/?group=513657

Thank you for your continued support and for choosing First Citizens Bank.

07/22/2026

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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