Investment Specialist - Hybrid

First Citizens; Phoenix (AZ); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Benefits package

Hybrid work model

Job summary

First Citizens Bank seeks a Wealth Advisor to build relationships with mass affluent clients, perform outbound calls, handle inquiries, and recommend investment solutions aligned to each client’s financial goals.

This hybrid role collaborates with internal partners to grow new business while delivering compliant service and ongoing reviews of client portfolios.

Qualifications

• Bachelor's Degree and 1 year of experience in Registered Securities Representative OR High School Diploma or GED and 5 years of experience in Registered Securities Representative.
• Must possess valid Series 7, 63, 65 or 66, and state-specific life and health insurance licenses.

Responsibilities

• Sales - Promotes investment and securities products through sales outreach and calling efforts to mass affluent clients or prospects.
• Client Service - Facilitates client retention and satisfaction by ensuring timely processing of client requests, workflow, and communication.
• Risk Management - Ensures compliance throughout activities with all applicable regulations, policies, and procedures.
• Relationship Development - Establishes a rapport with clients to identify financial needs and leverage sales opportunities.

Skills

Investment knowledge

Relationship building

Business development

Client management

Consultative selling

Financial advising

Education

Bachelor's Degree

High School Diploma or GED

Job description

Overview

Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals. OurFirst Citizens Wealthteam delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused on relationships, trust, and long-term impact.

This position facilitates client relationship development goals through calling efforts. Makes outbound calls to new and existing mass affluent clients in order to generate sales opportunities. Addresses inquiries and requests from inbound client calls. Develops an understanding of each client or prospect’s financial situation in order to recommend the appropriate investment solution. Partners with internal lines of business to increase new business while serving clients’ financial goals and needs. This is a hybrid position.

Responsibilities & Qualifications

Duties & Responsibilities

• Sales - Promotes investment and securities products through sales outreach and calling efforts to mass affluent clients or prospects. Consults with clients and prospects to determine their financial needs. Provides a solution from the Bank’s offered products, or refers them to banking partners as appropriate.
• Client Service - Facilitates client retention and satisfaction by ensuring timely processing of client requests, workflow, and communication. Provides periodic reviews for clients and answers inquiries regarding their investments.
• Risk Management - Ensures compliance throughout activities with all applicable regulations, policies, and procedures.
• Relationship Development - Establishes a rapport with clients to identify financial needs and leverage sales opportunities. Serves as a relationship management point of contact for clients calling in. Build rapport with internal centers of influence to source new client opportunities.

Position Specific Skills

• Knowledge of investment and financial markets
• Builds Productive Relationships
• Business Development
• Client Management
• Consultative Selling
• Financial Advising

Qualifications

• Bachelor's Degree and 1 years of experience in Registered Securities Representative OR High School Diploma or GED and 5 years of experience in Registered Securities Representative
• License or Certification Type: Possess valid Series 7, 63, 65 or 66, and state-specific life and health insurance licenses RequiredSkill(s): Knowledge of investment and financial markets

Additional Information

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.