Wealth Advisor II: Client-Focused Investment & Planning

First Citizens; Columbia (SC); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

First Citizens Bank’s Wealth team is seeking an Investment Sales Specialist to provide planning-based guidance to clients and prospects, delivering integrated wealth solutions across banking, investments, and insurance. You will collaborate with advisors to tailor recommendations and enhance client outcomes.

You will meet with clients to review goals, discuss strategies, and monitor progress, ensuring regulatory compliance while developing relationships that generate growth for the bank and

Qualifications

• Bachelor's degree plus 6 years' experience or HS Diploma plus 10 years in Registered Securities.
• Valid Series 7/63/65/66 licenses required.
• State-specific life and health insurance licenses required.

Responsabilités

• Promotes investment products and services using planning-based sales to meet client goals.
• Updates client goals and reviews investments regularly to support wealth management.
• Ensures compliance with banking, investment, and regulatory policies.
• Builds relationships with mass affluent clients and sources new opportunities.

Connaissances

Builds Productive Relationships

Consultative Selling

Financial Advising

Client Management

Customer Experience Management

Formation

Bachelor's Degree + 6 years experience

High School Diploma or GED/Equivalent + 10 years experience

Outils

Series 7, 63, 65 or 66 licenses

Life and Health Insurance Licenses

Description du poste

First Citizens Bank’s Wealth team is seeking an Investment Sales Specialist to provide planning-based guidance to clients and prospects, delivering integrated wealth solutions across banking, investments, and insurance. You will collaborate with advisors to tailor recommendations and enhance client outcomes.

You will meet with clients to review goals, discuss strategies, and monitor progress, ensuring regulatory compliance while developing relationships that generate growth for the bank and