Strategic Investment Consultant

7 days ago


Raleigh, North Carolina, United States First Citizens Bank Full time

Overview:

We are seeking a skilled Strategic Investment Consultant to join our team at First Citizens Bank. This role involves working closely with Premier Bankers and branch partners to meet the investment needs of our clients.

Based on industry standards, this position is expected to earn an estimated annual salary of $85,000 - $110,000, depending on location and experience.

Responsibilities:

  • Sales: Promote investment and securities products through sales outreach and calling efforts to mass affluent clients or prospects.
  • Client Service: Facilitate client retention and satisfaction by ensuring timely processing of client requests, workflow, and communication.
  • Risk Management: Ensure compliance throughout activities with all applicable regulations, policies, and procedures.
  • Relationship Development: Establish a rapport with clients to identify financial needs and leverage sales opportunities.

Qualifications:

To be successful in this role, you will need a Bachelor's Degree and 1 year of experience in Registered Securities Representative OR High School Diploma or GED and 5 years of experience in Registered Securities Representative. You must also possess valid Series 7, 63, 65 or 66, and state-specific life and health insurance licenses.

At First Citizens Bank, we offer a comprehensive benefits program designed to meet the unique needs of our associates. Our benefits programs support families, regardless of their structure, and include customized offerings that cater to individual needs.



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