Financial Services Representative
2 weeks ago
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.
- 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
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