Wealth Advisor: Investment & Planning Specialist

First Citizens; Myrtle Beach (SC); On-site; USD 85,000 - 125,000; Full time

Job summary

First Citizens Bank Wealth in Myrtle Beach, SC seeks an experienced Investment Sales professional to provide tailored investment solutions and client service aligned with planning foundations. The role emphasizes regulatory compliance, ongoing client reviews, and collaborative referrals with internal partners to drive growth.

The position requires Series 7/63/65/66 licenses and appropriate life and health insurance credentials, with a focus on building trusted relationships with mass affluent

Qualifications

• Bachelor's Degree with 6+ years' experience or HS/GED with 10+ years in Registered Securities.
• Must hold Series 7, 63, 65 or 66 and state-specific life and health insurance licenses.

Responsibilities

• Sales - Promotes investment products and services and partners with internal associates to generate referrals.
• Client Service - Meets with clients to update goals and reviews investments and strategies for ongoing wealth management.
• Risk Management - Ensures compliance with banking, investment, and regulatory policies.
• Relationship Development - Builds strong relationships with mass affluent individuals to meet or exceed production goals.

Skills

Builds Productive Relationships

Consultative Selling

Financial Advising

Client Management

Customer Experience Management

Education

Bachelor's Degree

High School Diploma or GED

Job description

First Citizens Bank Wealth in Myrtle Beach, SC seeks an experienced Investment Sales professional to provide tailored investment solutions and client service aligned with planning foundations. The role emphasizes regulatory compliance, ongoing client reviews, and collaborative referrals with internal partners to drive growth.

The position requires Series 7/63/65/66 licenses and appropriate life and health insurance credentials, with a focus on building trusted relationships with mass affluent