Financial Services Professional

2 weeks ago


Charlotte, North Carolina, United States First Citizens Bank Full time
Unlock Your Potential as a Financial Consultant

At First Citizens Bank, we're committed to helping our clients achieve their financial goals. As a Financial Consultant, you'll play a vital role in advising and selling investment opportunities to our mass affluent clients and prospects.

Key Responsibilities:
  • Sales and Client Service: Utilize a personalized planning-based sales approach to understand clients' goals and financial needs, followed by recommending appropriate solutions.
  • Relationship Development: Develop and maintain strong relationships with mass affluent individuals to meet or exceed production goals.
  • Risk Management: Ensure compliance with all applicable banking, investment, and legal regulations and policies.
Requirements:
  • Education and Experience: Bachelor's Degree and 6 years of Financial Services experience, or High School Diploma or GED and 10 years of Financial Services experience.
  • Licenses: Must have valid Series 7, 63, 65/66, and State-specific Life and Health Insurance licenses.

As a Financial Consultant at First Citizens Bank, you'll have the opportunity to work with a talented team and enjoy a comprehensive benefits program designed to support your well-being and career growth. If you're a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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