Senior Portfolio Strategist

3 days ago


Charlotte, North Carolina, United States First Citizens Bank Full time
Senior Portfolio Strategist

At First Citizens Bank, we're seeking a highly skilled Senior Portfolio Strategist to join our team. As a key member of our Wealth Management group, you'll play a critical role in helping our high net worth clients achieve their financial goals.

Key Responsibilities:
  • Portfolio Strategy: Develop and implement customized investment strategies for clients, ensuring alignment with their risk tolerance and financial objectives.
  • Relationship Development: Foster strong relationships with clients, providing exceptional service and support to drive client satisfaction and retention.
  • Investment Expertise: Stay up-to-date on market trends and economic conditions, providing expert guidance to clients and prospects on investment opportunities and risk management.
  • Business Support: Collaborate with colleagues to identify new business opportunities and support sales efforts to high net worth clients.
Requirements:
  • Bachelor's Degree and 8 years of experience in Selling Investment Services, Relationship Management, and critical thinking OR High School Diploma or GED and 12 years of experience in Selling Investment Services, Relationship Management, and critical thinking
  • CFP or CFA designation preferred
  • Familiarity with investment software like Envestnet
  • Excellent communication and partnership-building skills

First Citizens Bank is a leading financial institution with a rich history and a commitment to excellence. We offer a dynamic work environment, competitive compensation, and opportunities for professional growth and development. If you're a motivated and results-driven individual with a passion for helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.



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