Investment Strategies Specialist
1 week ago
We are seeking a highly motivated Investment Strategies Specialist to join our team at First Citizens Bank. As a key member of our financial services team, you will be responsible for advising and selling investment opportunities to our mass affluent clients and prospects.
About the RoleIn this role, you will focus on business development and client prospecting to expand our investment relationships within a particular territory. You will foster and cultivate relationships with branch partners to help our clients enhance their financial goals through financial planning and investment strategies.
Key responsibilities include:
- Sales: Promote investment products and services through various sales techniques, utilizing a personalized planning-based approach to understand client goals and financial needs, followed by recommending appropriate solutions.
- Client Service: Meet with clients and prospects to update client goals, leveraging financial planning reviews to ensure effective wealth management. Provide ongoing client service by answering inquiries, making recommendations, and monitoring goals.
- Risk Management: Ensure compliance with all applicable banking, investment, and legal regulations and policies.
- Relationship Development: Develop and maintain strong relationships with mass affluent individuals to meet or exceed production goals, identifying tools or methods to enhance personal service and referral performance.
To be successful in this role, you should have:
- Bachelor's Degree and 6 years of Financial Services experience OR High School Diploma or GED and 10 years of Financial Services experience.
- Valid Series 7, 63, 65/66, and State specific Life and Health Insurance licenses.
At First Citizens Bank, we offer a comprehensive benefits program designed to meet our associates' needs, including customized offerings to support families, however defined. Our estimated salary range for this position is $80,000 - $120,000 per year, depending on location and experience.
-
Investment Content Specialist
1 week ago
Charlotte, North Carolina, United States Allspring Global Investments Full timeAbout Allspring Global InvestmentsWe are a leading independent asset management firm, offering a broad range of investment products and solutions designed to help meet clients' goals.Our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to...
-
Senior Investment Credit Specialist
1 week ago
Charlotte, North Carolina, United States Selby Jennings Full timeA renowned investment firm with a significant presence in the private credit space is seeking an experienced Senior Investment Credit Specialist to join their team in Charlotte, NC.Key Responsibilities:This role involves evaluating new investment opportunities, structuring and executing private investments, and managing existing portfolio investments within...
-
Charlotte, North Carolina, United States First Citizens Bank Full timeAbout the RoleWe are seeking a highly skilled Compensation Strategy and Implementation Specialist to join our team. This role will be responsible for developing and executing complex compensation strategies that support business objectives while ensuring compliance with legal and regulatory requirements.ResponsibilitiesBusiness Strategy: Collaborate with...
-
Digital Commerce Strategy Specialist
7 days ago
Charlotte, North Carolina, United States Schleich USA Inc. Full timeAbout the RoleWe are seeking a skilled Digital Commerce Strategy Specialist to join our team at Schleich USA Inc. in Charlotte, NC. This is a full-time position with 2 days per week work-from-home flexibility.As a key member of our eCommerce sales team, you will be responsible for leading demand and sales planning activities for our eCommerce business. Your...
-
Private Equity Investment Specialist
1 week ago
Charlotte, North Carolina, United States Selby Jennings Full timeJob DescriptionA leading Private Equity firm based in the US is seeking an Associate to join their team. The company focuses on high-growth SaaS companies in the emerging lower-middle market, prioritizing detail-oriented and collaborative approaches.Responsibilities:Identify, outreach, and screen potential investment opportunitiesCreate financial models for...
-
Chief Innovation Officer
1 week ago
Charlotte, North Carolina, United States Vanguard Full timeAbout the RoleInvest at Vanguard, where innovation meets purpose.We're seeking a driven and ambitious professional to join our Technology Leadership Program in the Investment Systems track. As a key member of our team, you'll contribute to creating cutting-edge IT solutions that drive investor success.With a strong focus on innovation and collaboration, our...
-
Critical Care Nurse Specialist
7 days ago
Charlotte, North Carolina, United States VitalCore Health Strategies Full timeAbout VitalCore Health StrategiesVitalCore Health Strategies is a leading provider of correctional healthcare services, dedicated to delivering high-quality patient care and promoting a positive work environment. We pride ourselves on retaining and acquiring compassionate, ethical professionals who are committed to excellence in their field.Salary DetailsWe...
-
Nurse Care Specialist
7 days ago
Charlotte, North Carolina, United States VitalCore Health Strategies Full timeJob OverviewVitalCore Health Strategies, a leading provider of correctional healthcare services, is seeking a skilled Licensed Practical Nurse to join our team at the Mecklenburg County Detention Center in Charlotte, North Carolina.Compensation and BenefitsWe offer a competitive salary range of $30-34 per hour, with shift differentials for 2nd shift ($3),...
-
Skilled Equipment Maintenance Specialist
6 days ago
Charlotte, North Carolina, United States Integrated Talent Strategies Full timeJob Description:Integrated Talent Strategies is seeking a highly skilled and detail-oriented Maintenance Technician in the Charlotte area. This role involves diagnosing and repairing electrical, mechanical, and control system issues to minimize downtime and ensure optimal equipment performance.Key Responsibilities:Perform preventative and corrective...
-
Community Engagement Specialist
5 days ago
Charlotte, North Carolina, United States Bridge Investment Group Holdings LLC Full timeJob SummaryThe Bridge Investment Group Holdings LLC is seeking a highly skilled Assistant Community Manager to join our team. This role involves effectively managing daily community operations, providing exceptional resident service, and contributing to the overall success of the community.About the Role:We are offering a competitive estimated annual salary...
-
Mental Health Specialist
1 week ago
Charlotte, North Carolina, United States VitalCore Health Strategies Full timeVitalCore Health Strategies is a leader in correctional healthcare, and we are seeking a highly skilled Psychiatric Nurse Practitioner to join our team at Mecklenburg County Detention Center in Charlotte, North Carolina.Job SummaryThe successful candidate will provide comprehensive psychiatric care to a diverse patient population, working collaboratively...
-
Nurse Specialist
1 week ago
Charlotte, North Carolina, United States VitalCore Health Strategies Full timeAbout VitalCore Health StrategiesVitalCore Health Strategies is a leading provider of correctional healthcare services. Our team is committed to delivering high-quality patient care and promoting a positive work environment.Job SummaryWe are seeking a Registered Nurse to join our team at Mecklenburg County Detention Center in Charlotte, North Carolina. As a...
-
Correctional Healthcare Nurse Specialist
18 hours ago
Charlotte, North Carolina, United States VitalCore Health Strategies Full timeVitalCore Health Strategies is a leading provider of correctional healthcare services in North Carolina. We are seeking a highly skilled Licensed Practical Nurse to join our team at the Mecklenburg County Detention Center in Charlotte.Job SummaryThis is a full-time night shift position that offers a competitive salary and benefits package. The successful...
-
Registered Nurse
5 days ago
Charlotte, North Carolina, United States VitalCore Health Strategies Full timeVitalCore Health Strategies, an industry leader in correctional healthcare, is seeking a Registered Nurse to join their team at the Mecklenburg County Detention Center in Charlotte, North Carolina. Company OverviewWe are people fueled by passion, not profit. Our mission is to provide high-quality healthcare services to individuals in need, while promoting a...
-
Nurse Care Specialist
6 days ago
Charlotte, North Carolina, United States VitalCore Health Strategies Full timeVitalCore Health Strategies is a leading provider of correctional health care services, offering a range of benefits and opportunities for Licensed Practical Nurses to grow and develop their careers.Job OverviewWe are seeking a highly skilled and compassionate Licensed Practical Nurse to join our team at the Mecklenburg County Detention Center in Charlotte,...
-
Financial Portfolio Growth Specialist
7 days ago
Charlotte, North Carolina, United States TalentPartners Full timeUnlock Career Opportunities with TalentPartnersWe are seeking a skilled Financial Portfolio Growth Specialist to join our team in Charlotte, NC.About the RoleThis position will involve collaborating with the trading team across multiple asset classes to drive business growth.You will support strategy development, analytics, and data metric reporting to...
-
Medical Care Specialist
6 days ago
Charlotte, North Carolina, United States CenterWell Senior Primary Care Full timeAbout the RoleWe are seeking a skilled Medical Care Specialist to join our team at CenterWell Senior Primary Care. As a key member of our integrated care teams, you will be responsible for delivering high-quality, patient-centered care to seniors in a proactive and preventive approach.Key Responsibilities:Provide comprehensive medical care to patients with...
-
RFP Specialist Position
4 days ago
Charlotte, North Carolina, United States Allspring Global Investments Full timeCompany OverviewAllspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to meet clients' goals.We strive to build portfolios aimed at generating successful outcomes for our clients through the independence of thought that powers our investment strategies.
-
Charlotte, North Carolina, United States VitalCore Health Strategies Full timeVitalCore Health Strategies is a leading provider of correctional healthcare services, dedicated to delivering high-quality patient care in a safe and respectful environment.Job SummaryWe are seeking a skilled Registered Nurse to join our team at Mecklenburg County Detention Center in Charlotte, North Carolina. As a vital member of our nursing staff, you...
-
Cybersecurity Threat Specialist
1 week ago
Charlotte, North Carolina, United States Bank of America Full timeJob Title: Cybersecurity Threat SpecialistJob Summary: We are seeking a highly skilled Cybersecurity Threat Specialist to join our team at Bank of America. As a key member of our cybersecurity team, you will be responsible for designing and implementing threat detection and mitigation strategies to protect our systems and data from cyber...