Financial Services Representative

2 weeks ago


Hopkins, South Carolina, United States First Citizens Bank Full time
Financial Consultant I Team

Overview:

This role provides investment sales and service for clients and prospects with a planning foundation. The Financial Consultant I Team member actively partners with and coaches Bank branch employees to develop their skill set to profile and uncover client needs. They prepare a client plan based on client goals and services accounts with less than $250,000 of investable assets. The team member maintains all compliance standards throughout sales and consultation activities. They monitor 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: Assist in the sales and promotion of investment products and services. Utilize a personalized sales approach to understand client's financial needs and recommend appropriate solutions. Partner with associates to generate referrals.
  • Client Service: Prepare and present financial plans to existing clients and prospects. Evaluate client needs and goals to provide appropriate financial planning. Review investments, strategies, and goals on a regular basis to ensure progress toward the clients goals. Assist in servicing existing book of business which may include answering inquiries, making recommendations, and managing the relationship through the referral process.
  • Risk Management: Ensure compliance with all applicable banking, investment, and legal regulations and policies.
  • Relationship Development: Develop relationships with Bank associates, clients, and prospective clients to generate referrals and sales opportunities. Identify 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 Representative License or Certification Type: Possess valid Series 7, 63, 65 or 66, and state-specific life and health insurance licenses Required

First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits



  • Hopkins, South Carolina, United States Caliber Collision Centers Full time

    Service Center RoleAt Caliber Collision Centers, we're seeking a skilled Customer Service Representative to join our team. As a key member of our service center, you'll be responsible for delivering exceptional customer service to internal and external customers, ensuring a seamless experience from start to finish.Key Responsibilities:Provide top-notch...


  • Hopkins, South Carolina, United States Westinghouse Electric Company Full time

    Job Title: Mechanical Drafter/DesignerAre you passionate about contributing to innovative projects that support Westinghouse's mission to provide clean energy solutions? We're seeking a skilled Mechanical Drafter/Designer to join our team!About the Role:Perform a variety of technical and engineering assignments, including design, drafting, and implementation...


  • Hopkins, South Carolina, United States Smith-Midland Full time

    Job SummaryWe are seeking a highly experienced and skilled General Manager to lead our manufacturing operations at Smith-Columbia Corporation. As a key member of our executive team, you will be responsible for overseeing the daily operations and long-term initiatives across all plant departments, with a primary emphasis on manufacturing processes.Key...


  • Hopkins, Minnesota, United States Dental Care Alliance Full time

    OverviewWe are seeking a highly skilled Patient Service Representative to join our clinical team at Dental Care Alliance. As a key member of our team, you will provide exceptional patient service and satisfaction while operating in a team-based environment. Your primary responsibility will be to support all staff members and patients in their office,...


  • Hopkins, United States Dental Care Alliance Full time

    Overview: We are looking for a Patient Service Representative in Hopkins, MN to join our clinical team by providing a high level of patient service and satisfaction while operating in a team-based environment. This person will be a support person to all of the staff members and patients in his/her office. They will answer phones, handle patient inquiries,...


  • Hopkins, United States Dental Care Alliance Full time

    Overview We are looking for a Patient Service Representative in Hopkins, MN to join our clinical team by providing a high level of patient service and satisfaction while operating in a team-based environment. This person will be a support person to all of the staff members and patients in his/her office.  They will answer phones, handle patient inquiries,...


  • Hopkins, United States Dental Care Alliance Full time

    Overview: We are looking for a Patient Service Representative in Hopkins, MN to join our clinical team by providing a high level of patient service and satisfaction while operating in a team-based environment. This person will be a support person to all of the staff members and patients in his/her office. They will answer phones, handle patient inquiries,...


  • Hopkins, Minnesota, United States Holiday Companies Full time

    Customer Service Representative Job DescriptionWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at Holiday Companies. As a Customer Service Representative, you will be responsible for providing exceptional customer service, resolving customer complaints, and promoting our products and services.Key...


  • Hopkins, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are looking for a Customer Service Representative to join our client's team on a contract basis during their busy season. This role is essential in maintaining customer relationships and ensuring their needs are met. As a Customer Service Representative, you will be responsible for handling customer inquiries, processing...


  • Hopkins, Minnesota, United States Alerus Full time

    Job Title: Client Service Center AssociateThis is a remote position that requires candidates to reside in one of the following markets: Twin Cities area, MN; Grand Forks or Fargo, ND; or Phoenix, AZ.Job Summary:The Client Service Center Associate is responsible for providing exceptional customer service to Alerus banking clients. This role involves...


  • Hopkins, United States Cahill Financial Advisors Inc Full time

    Cahill Financial Advisors, Inc. est. 1980, is an independent, Fee-Only wealth management firm. We provide investment management and financial planning services for individuals, families, and small businesses. The Client Services Specialist serves as support to our firms advisors and senior staff for account maintenance, client relationship management, and...


  • Hopkins, Minnesota, United States Alerus Full time

    Job SummaryWe are seeking a highly skilled and motivated Client Service Center Associate to join our team at Alerus Financial. As a key member of our client support team, you will be responsible for providing exceptional service to our banking clients, addressing their inquiries, and resolving issues in a timely and professional manner.Key...


  • Hopkins, Minnesota, United States Pilgrim Dry Cleaners Inc Full time

    About the Role:Pilgrim Dry Cleaners Inc is seeking a friendly and outgoing individual to join our customer service team. As a customer service representative, you will be responsible for greeting customers, assisting with orders, and providing exceptional service.Key Responsibilities:Greet customers and provide a positive experienceAssist with order assembly...


  • Hopkins, Minnesota, United States Pilgrim Dry Cleaners Inc Full time

    About the RolePilgrim Dry Cleaners Inc is seeking a friendly and outgoing individual to join our customer service team. As a customer service representative, you will be responsible for providing excellent service to our customers, answering their queries, and resolving any issues they may have.Key ResponsibilitiesGreet customers and assist them with their...


  • Hopkins, Minnesota, United States Unum Ireland Limited Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Unum Ireland Limited. As a key member of our Customer Service team, you will be responsible for providing exceptional service to our customers, ensuring their needs are met and exceeded.Key ResponsibilitiesProvide timely and effective responses...


  • Hopkins, United States Sovos Full time

    Build your future with Sovos. If you're seeking a career where innovation meets impact, you've come to the right place. As a global leader, Sovos is transforming tax compliance from a business requirement to a force for growth while revolutionizing how businesses navigate the ever-changing regulatory landscape. At Sovos, we're dedicated to more than just...


  • Hopkins, Minnesota, United States Accra Care Full time

    About Accra CareWe are honored to have been named a Top Workplace for a third year in a row. Our commitment to innovation and work-life flexibility has earned us the Culture Excellence Awards. At Accra Care, we value diverse life experiences and heritages, ensuring that all voices are valued and heard.What We OfferWork-Life Balance: We prioritize flexibility...


  • Hopkins, United States Caliber Collision Centers Full time

    Service Center Hopkins JOB SUMMARY Caliber Collision has an immediate job opening for a Customer Service Representative to perform all-purpose duties, which may include, but not limited to greeting and providing extraordinary customer service to internal and external customers, monitoring work volume scheduled for the center and recommend load level requests...


  • Hopkins, United States Twin Cities Orthopedics Full time

    The Patient Services Representative will professionally and courteously greet all patients that make contact with the clinic. This is a full-time position working M-F between the hours of 6:00 am - 5:00 pm out of our Edina Crosstown location. A $1,50 Patient Services, Orthopedic, Representative, Patient, Health, Healthcare


  • Hopkins, United States Twin Cities Orthopedics Full time

    The Patient Services Representative will handle the initial greeting of all patients that make contact with the clinic in a professional and courteous manner. This is a full-time position working M-F from 8:00 AM - 5:00 PM out of our Edina and Woodbu Patient Services, Representative, Patient, Expert, Health, Healthcare


  • Hopkins, United States Twin Cities Orthopedics Full time

    The Patient Services Representative is responsible for patient registration and check-in as well as clinical support duties. This is a full-time position working M-F between the hours of 6:30 am - 5:00 pm out of our Edina Crosstown location. A $1,500 Patient Services, Orthopedic, Representative, Patient, Health, Switchboard Operator, Healthcare


  • Hopkins, United States THG Properties Full time

    **Front Desk Attendant - Top Industry Pay + Benefits!** Would you like to earn **industry competitive pay****on the job training****opportunity for growth****Our Hotel** offers that, **company benefits**, and more! * **Competitive industry pay** * **Company benefits** * **50% Discounts at Franchise Hotels nationwide** * **On the job training** *...


  • Hopkins, United States Twin Cities Orthopedics Full time

    The Patient Services Representative is responsible for patient registration and check in as well as patient phone calls. This is a full-time position working M-F from 8:30 am - 5:00 pm out of our Edina and Maple Grove locations. The schedule will als Patient Services, Representative, Obstetrics, Gynecology, Patient, Health, Healthcare