Financial Consultant I Team

2 weeks ago


Boone, United States First Citizens Bank Full time

Overview: This position provides investment sales and service for clients and prospects with a planning foundation. Actively partners with and coaches Bank branch employees to develop their skill set to profile and uncover client needs. Prepares a client plan based on client goals and services accounts with less than $1M of investable assets. Maintains all compliance standards throughout sales and consultation activities. Monitors client goal progress while enhancing the Bank's growth and profitability objectives. This role will partner with senior associates as part of a teaming arrangement. Responsibilities: Sales - Assists in the sales and promotion investment products and services. Utilizes a personalized sales approach to understand client's financial needs and recommend appropriate solutions. Partners with associates to generate referrals.Client Service - Prepares and presents financial plans to existing clients and prospects. Evaluates client needs and goals to provide appropriate financial planning. Reviews investments, strategies, and goals on a regular basis to ensure progress toward the clients goals. Assists in servicing existing book of business which may include answering inquiries, making recommendations, and managing the relationship through the referral process.Risk Management - Ensures compliance with all applicable banking, investment, and legal regulations and policies.Relationship Development - Develops relationships with Bank associates, clients, and prospective clients to generate referrals and sales opportunities. Identifies tools or methods to enhance personal service and referral performance. Qualifications: Bachelor's Degree and 4 years of experience in Registered Financial Representative OR High School Diploma or GED and 8 years of experience in Registered Financial RepresentativeLicense or Certification Type: Possess valid Series 7, 63, 65 or 66, and state-specific life and health insurance licenses Required



  • Boone, United States First Citizens Bank Full time

    Overview: This position provides investment sales and service for clients and prospects with a planning foundation. Actively partners with and coaches Bank branch employees to develop their skill set to profile and uncover client needs. Prepares a client plan based on client goals and services accounts with less than $1M of investable assets. Maintains all...


  • Boone, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Boone, United States Redekers Furniture Full time

    Job DescriptionJob DescriptionAs a sales/design consultant, you help our customers furnish their home—whether it’s finding the perfect accessory, or an entire house full. With our broad selection of quality home furnishings, accessories, and mattresses you’re able to sell and furnish a wide variety of living spaces. Our broad product selection and your...


  • Boone, United States Redekers Furniture Full time

    Job DescriptionJob DescriptionAs a sales/design consultant, you help our customers furnish their home—whether it’s finding the perfect accessory, or an entire house full. With our broad selection of quality home furnishings, accessories, and mattresses you’re able to sell and furnish a wide variety of living spaces. Our broad product selection and your...


  • Boone, United States NxT Level Full time

    Our Client is looking for a Water Resource Engineer to join their Iowa team. They are an engineering and environmental consulting firm that specializes in water, ecology, and community. The ideal person loves the outdoors and wants to work at a firm focused on creating a better environment. Their team is made up of hunters, fishers, and hikers with a culture...


  • Boone, United States NxT Level Full time

    Our Client is looking for a Water Resource Engineer to join their Iowa team. They are an engineering and environmental consulting firm that specializes in water, ecology, and community. The ideal person loves the outdoors and wants to work at a firm focused on creating a better environment. Their team is made up of hunters, fishers, and hikers with a culture...

  • Senior Civil Engineer

    2 weeks ago


    Boone, United States NxT Level Full time

    Our Client is looking for a Water Resource Engineer to join their Iowa team. They are an engineering and environmental consulting firm that specializes in water, ecology, and community. The ideal person loves the outdoors and wants to work at a firm focused on creating a better environment. Their team is made up of hunters, fishers, and hikers with a culture...

  • Senior Engineer

    2 weeks ago


    Boone, United States NxT Level Full time

    Job DescriptionJob DescriptionOur Client is looking for a Water Resource Engineer to join their Iowa team. They are an engineering and environmental consulting firm that specializes in water, ecology, and community. The ideal person loves the outdoors and wants to work at a firm focused on creating a better environment. Their team is made up of hunters,...


  • Boone, United States NxT Level Full time

    Our Client is looking for a Water Resource Engineer to join their Iowa team. They are an engineering and environmental consulting firm that specializes in water, ecology, and community. The ideal person loves the outdoors and wants to work at a firm focused on creating a better environment. Their team is made up of hunters, fishers, and hikers with a culture...

  • Tax Manager

    4 weeks ago


    Boone, United States T.J.T. Full time

    TJT is seeking an experienced Tax Manager to become an integral part of our tax team in a full-time capacity. This is an exciting opportunity to serve as a valued business advisor and deliver industry-focused taxation services to middle market clients. As a Tax Manager, you will work side-by-side with firm leadership to serve TJT clients and grow the...

  • Controller

    5 days ago


    Boone, United States FORVIS' Executive Search Practice Full time

    Please note, this position is not with FORVIS LLC. We are working with a dynamic real estate investment, management, and development group located in the Boone, NC that is seeking an experienced Controller to join their team. Position Overview: The Controller will play a crucial role in financial management and reporting for the company. This individual...

  • PostgreSQL Developer

    4 weeks ago


    Boone, United States ECR Software Corporation Full time

    Job DescriptionJob DescriptionJOB SUMMARY / DESCRIPTIONThe PostgreSQL developer utilizes their extensive knowledge of SQL and PostgreSQL to help design, implement, and maintain ECRS retail solutions. They develop solutions in the form of new structure, triggers, procedures, queries, or indices to support new or improved functionality. They also assist in...


  • Boone, United States Softpath System LLC Full time

    Shift: Day 5x8-Hour (08:00 - 16:30) Description: IP Pharmacist " Must have a PharmD degree " Licensed to practice pharmacy in the state of North Carolina Schedule to include days of the week and times - Weekdays, Monday Friday, 8:00a-4:30p Any other needed or relevant experience besides EPIC (other software systems, etc.) - prior experience with...


  • Boone, United States Behavior Consultation and Psychological Services, PLLC Full time

    Job DescriptionJob DescriptionHere at BCPS - Behavior Consultation & Psychological Services - Our staff is engaging and enthusiastic about working with individuals with autism; they experience a strong sense of satisfaction in seeing clients reach their goals— whether it be learning to speak or being able to maintain healthy relationships with others....


  • Boone, United States Behavior Consultation and Psychological Services, PLLC Full time

    Job DescriptionJob DescriptionHere at BCPS - Behavior Consultation & Psychological Services - Our staff is engaging and enthusiastic about working with individuals with autism; they experience a strong sense of satisfaction in seeing clients reach their goals— whether it be learning to speak or being able to maintain healthy relationships with others....


  • Boone, United States The Medicus Firm Full time

    Pulmonologist OpportunityWestern North CarolinaFlexible Schedule and ZERO CALL!Joining an established group of providers in a strong and collaborative team environmentHospital-adjacent outpatient clinic with X-ray and PFT$375,000+ base salary (DOE) + wRVU incentiveGenerous signing bonus, 6 weeks vacation, annual CME stipend, health, retirement, and more...


  • Boone, United States NextEra Energy, Inc Full time

    Requisition ID: 79643 NextEra Energy Resources is the world's largest generator of renewable energy from the wind and sun, and a world leader in battery storage. We provide energy-related products and services that grow our economy, protect the environment, support our communities and help customers meet their energy needs. Are you interested in creating a...


  • Boone, United States Goodwin Recruiting Full time

    We are looking for a team-focused operator to join a growing company and expand their career. This position is for a variety of hospitality businesses but has a strong focus on boutique hotel expertise with strong financial acumen. This position offers you the ability to be creative and to grow a brand!Hospitality Director of Operations BenefitsGrowing...