Financial Consultant II

4 weeks ago


Raleigh North Carolina, United States First Citizens Bank Full time
Overview:
Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story.

 

Our Financial Consultants serve as the subject matter experts in advising and selling investment opportunities to our mass affluent clients and prospects. You will get to foster and cultivate relationships with branch partners to help our clients enhance their financial goals with financial planning and investment strategies. You will focus on business develop and client prospecting to expand our investment relationship within a particular territory. If you are a highly self-motivated person that thrives as an individual producer in a team environment, our Financial Consultant position could be the perfect opportunity.

Responsibilities:
Sales - Promotes investment products and services through a variety of sales techniques. Utilizes a personalized planning based sales approach to understand client's goals and financial needs followed by recommending appropriate solutions. Actively and consistently partners with internal associates to generate referrals.

Client Service - Meets with clients and prospects to update client goals by leveraging financial planning Reviews investments, strategies, and goals on a regular basis to ensure effective wealth management. Provides ongoing client service to assigned accounts by answering inquiries, making recommendations, and monitoring goals. Utilizes investment proficiency to assist mass affluent individuals in managing their finance.

Risk Management - Ensures compliance with all applicable banking, investment, and legal regulations and policies.

Relationship Development - Develops and maintains strong relationships with mass affluent individuals to meet or exceed production goals. Identifies tools or methods to enhance personal service and referral performance. Works with Bank partners and external centers of influence to source new business opportunities.

 

Qualifications:
Bachelor's Degree and 6 years of Financial Services experience OR High School Diploma or GED and 10 years of Financial Services experience

Must have valid Series 7, 63, 65/66, and State specific Life and Health Insurance licenses



  • Raleigh, United States Crump Life Insurance Svcs Inc Full time

    Senior Financial Analyst II page is loaded Senior Financial Analyst II Apply locations Raleigh, NC time type Full time posted on Posted 2 Days Ago job requisition id R0086603 The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing...

  • Emissions Testing

    4 weeks ago


    Raleigh, North Carolina, United States AECOM Full time

    Job Description   AECOM is seeking a Measurements Scientist II for employment in our Raleigh, NC office. In this role, you will perform scientific air pollution measurements requiring field application of standard EPA techniques and procedures. Responsibilities will include but may not be limited to the following:  Use scientific principles and EPA...


  • Raleigh, North Carolina, United States First Citizens Bank Full time

    Overview: This position supports initiatives within the Bank that improve enterprise data quality, governance, and analytics. Drives positive change across the Bank through technical innovation and continuous improvement initiatives. Creates and maintains technical documentation related to enterprise data. Provides expert consultation to team members, the...

  • Sr IS Risk Consultant

    2 weeks ago


    Raleigh, North Carolina, United States First Citizens Bank Full time

    Overview: This position provides cybersecurity risk management and expert support at the highest level of cybersecurity governance and oversight for Cyber processes, risks and controls.  The IS Risk Consultant will partner with Information Security Senior Leadership and their teams to identify cybersecurity risks in an open, collaborative environment where...


  • Charlotte, North Carolina, United States Gallagher Full time

    About Us: Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential,...


  • Raleigh, North Carolina, United States First Citizens Bank Full time

    Overview: This position supports initiatives within the Bank that improve enterprise data quality, governance, and analytics. Drives positive change across the Bank through technical innovation and continuous improvement initiatives. Creates and maintains technical documentation related to enterprise data. Provides expert consultation to team members, the...


  • North Augusta, United States Insurance Masters Full time

    Job DescriptionJob DescriptionWe are seeking a Senior Financial Consultant! You will be responsible for the effective management and profitable operation of your assigned branch office. Responsibilities:Coordinate the approval process for all loans and lines of creditOversee the flow of cash and financial investmentsAnalyze information to assess current...


  • Raleigh, North Carolina, United States First Citizens Bank Full time

    Overview: This position is within Corporate Treasury’s Balance Sheet Management team and is responsible for supporting the establishment and enhancement of an effective governance framework for interest rate risk (IRR) management: policies and procedures, material risk identification and assessment, reviewing inventory of metrics/limits and sensitivity...

  • NURSE CONSULTANT II

    1 week ago


    Raleigh, NC 27611, USA, United States State of North Carolina Full time

    Do you want a rewarding career in Nursing? If so, continue reading to learn more about this exciting opportunity as a Nurse Consultant II with the North Carolina Department of Public Safety (DPS).The Nurse Consultant II will assist the Director of Safety, Occupational & Environmental Health in the planning, development, coordination, implementation, delivery...


  • Raleigh, United States WakeMed Full time

    About WakeMed:Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care. For more information, visit www.wakemed.org.EOEPosition Information:The Financial Planning...


  • Raleigh, United States WakeMed Full time

    About WakeMed:Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care. For more information, visit www.wakemed.org.EOEPosition Information:The Financial Planning...


  • Raleigh, United States WakeMed Full time

    Job DescriptionAbout WakeMed:Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care. For more information, visit EOEPosition Information:The Financial Planning...


  • Raleigh, United States WakeMed Full time

    Job DescriptionAbout WakeMed:Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care. For more information, visit www.wakemed.org.EOEPosition Information:The...


  • Raleigh, United States WakeMed Full time

    About WakeMed: Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care. For more information, visit www.wakemed.org. EOE Position Information: The Financial...


  • Raleigh, United States WakeMed Full time

    About WakeMed:Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care. For more information, visit www.wakemed.org.EOEPosition Information:The Financial Planning...

  • Business Analyst

    4 weeks ago


    Raleigh, North Carolina, United States First Citizens Bank Full time

    Overview: This Process Coordinator position provides advanced project, system and operational support to all Check & Processing Services (CPS)  teams within the Bank. Facilitates operations for  Day 1 and Day 2 Check Processing (Item Processing, Research/Adjustments, Exceptions, Returns), Account Reconcilement Plan (ARP), Positive Pay, Centralized Teller...

  • IT Regulatory Officer

    3 weeks ago


    Raleigh, North Carolina, United States First Citizens Bank Full time

    Overview: The IT Regulatory Officer will serve as the primary interface with regulators and regulatory relations. Manage exams, coordinate regulatory communications, and provide consultative services. Engage with stakeholders amongst senior leadership team. Assists in preparing materials for regulatory interactions. Responsible for all regulatory...

  • IT Project Manager II

    4 weeks ago


    Raleigh, North Carolina, United States First Citizens Bank Full time

    Overview: This position is responsible for the advanced execution and administration of projects to enhance the Bank's technological capabilities. Manages all aspects of assigned project life cycle including planning, scope definition, design, and delivery. Leads both technical and non-technical aspects with a understanding of project management approaches....

  • Business Analyst II

    4 weeks ago


    Raleigh, North Carolina, United States First Citizens Bank Full time

    Overview: This position supports the Real Estate Portfolio Administration and Transactions team. The role performs advanced data analysis to identify factors that affect business profitability, growth, and efficiency. Assesses current practices, collects information and industry trends, and creates specifications to support business operations. Determines...

  • Private Banker II

    2 weeks ago


    Charlotte, North Carolina, United States First Citizens Bank Full time

    Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage...