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Senior Portfolio Strategist

2 months ago

Charlotte, North Carolina, United States First Citizens Bank Full time
Senior Portfolio Strategist

At First Citizens Bank, we're seeking a highly skilled Senior Portfolio Strategist to join our team. As a key member of our Wealth Management group, you'll play a critical role in helping our high net worth clients achieve their financial goals.

Key Responsibilities:
  • Portfolio Strategy: Develop and implement tailored investment strategies for our clients, ensuring their portfolios are aligned with their risk tolerance and financial objectives.
  • Relationship Development: Foster strong relationships with our clients, providing exceptional service and support to ensure their satisfaction and retention.
  • Investment Expertise: Stay up-to-date on market trends and economic conditions, providing expert guidance to our clients and helping them make informed investment decisions.
  • Business Support: Collaborate with our sales team to identify new business opportunities and support the growth of our Wealth Management business.
Requirements:
  • Bachelor's Degree and 8 years of experience in Selling Investment Services, Relationship Management, and critical thinking, or
  • High School Diploma or GED and 12 years of experience in Selling Investment Services, Relationship Management, and critical thinking.
  • Certifications: CFP or CFA designation
  • Preferred Skills: Familiarity with investment software like Envestnet, ability to communicate effectively and build strong partnerships

First Citizens Bank is a leading financial institution with a rich history and a commitment to excellence. We offer a dynamic work environment, competitive compensation, and opportunities for professional growth and development.