Strategic Financial Growth Specialist
4 weeks ago
Overview
We are First Citizens Bank, a dynamic financial institution with a rich history of over 120 years. Our commitment to growth and innovation has led us to expand our presence in various markets, and we invite talented professionals to join our story.
Our Opportunity
As a Strategic Financial Growth Specialist, you will serve as a subject matter expert, advising and selling investment opportunities to our mass affluent clients and prospects. You will foster and cultivate relationships with branch partners to help our clients achieve their financial goals through financial planning and investment strategies. Your focus will be on business development and client prospecting to expand our investment relationships within a specific territory.
Responsibilities:
- Sales: Promote investment products and services using a variety of sales techniques. Utilize a personalized planning-based sales approach to understand clients' goals and financial needs, followed by recommending suitable solutions. Actively partner with internal associates to generate referrals.
- Client Service: Meet with clients and prospects to update their goals, leveraging financial planning reviews. Regularly review investments, strategies, and goals to ensure effective wealth management. Provide ongoing client service to assigned accounts by answering inquiries, making recommendations, and monitoring progress.
- 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. Identify tools or methods to enhance personal service and referral performance. Collaborate with Bank partners and external centers of influence to source new business opportunities.
Requirements:
- 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
Benefits:
We offer a comprehensive benefits program designed to support our associates' diverse needs. This includes customized offerings for families, regardless of definition. For more information about our benefits, visit our website.
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