Hybrid Investment Advisor: Grow Mass Affluent Relationships

First Citizens Bank

Charlotte (NC)

Hybrid

USD 90,000 - 130,000

Full time

14 days+

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Job summary

First Citizens Bank seeks an Investment Solutions Advisor to build client relationships among mass affluent clients in a hybrid role in Charlotte. You will assess financial needs, present investment and wealth solutions, and coordinate with internal partners to deliver comprehensive service.

The role emphasizes compliance, ongoing reviews, and growth of assets under management while maintaining high service standards.

Qualifications

Bachelor's Degree or equivalent required for the role; 1 year experience in Registered Securities Representative OR 5 years experience with High School Diploma.
Must possess Series 7, 63, 65 or 66 licenses and state‑specific life and health insurance licenses.

Responsibilities

Sales: Promote investment and securities products to mass affluent clients; consult to determine financial needs and present solutions.
Client Service: Ensure timely processing of requests, perform periodic reviews, and address inquiries about investments.
Risk Management: Ensure compliance with regulations, policies, and procedures.
Relationship Development: Build rapport with clients and internal partners to source new opportunities.