Hybrid Investment Advisor: Build Relationships & Grow Wealth

First Citizens; Raleigh (NC); Hybrid; USD 70,000 - 100,000; Full time

Job summary

First Citizens Bank is seeking a client-facing investment professional to drive relationship development and sales with mass affluent clients. You will conduct outbound calls, assess financial needs, and tailor investment solutions, partnering with internal partners to grow business.

Hybrid work arrangement with a focus on compliant, high-quality service and ongoing client reviews to support long-term financial goals.

Qualifications

• Bachelor's Degree with 1 year of Registered Securities experience, or a HS diploma with 5 years in Registered Securities.
• Valid Series 7, 63, 65 or 66 licenses.
• State life and health insurance licenses required.

Responsibilities

• Sell investment and securities products to mass affluent clients.
• Provide timely client service and periodic reviews.
• Ensure regulatory compliance across activities.
• Develop relationships and source new client opportunities.

Skills

Knowledge of investment and financials

Builds productive relationships

Business development

Client management

Consultative selling

Financial advising

Education

Bachelor's Degree

High School Diploma or GED

Job description

First Citizens Bank is seeking a client-facing investment professional to drive relationship development and sales with mass affluent clients. You will conduct outbound calls, assess financial needs, and tailor investment solutions, partnering with internal partners to grow business.

Hybrid work arrangement with a focus on compliant, high-quality service and ongoing client reviews to support long-term financial goals.