Wealth Advisor: Planning & Client Growth

First Citizens Wealth; Myrtle Beach (SC); Sur place; USD 90 000 - 150 000; Plein temps

Résumé du poste

First Citizens Bank is seeking a seasoned investment advisor to provide planning-based investment sales and comprehensive wealth management for clients and prospects in a regulated environment.

The role focuses on building relationships with mass affluent clients, reviewing portfolios, and ensuring regulatory compliance while collaborating with Bank partners to grow client coverage and profitability.

Qualifications

• Bachelor's degree required with 6+ years of experience in Registered Securities
• Alternative: High School Diploma or GED with 10+ years in Registered Securities
• Must possess valid securities licenses: Series 7, 63, 65 or 66 and state life/health licenses.

Responsabilités

• Promotes investment products and services using a planning-based sales approach and partners with internal teams to generate referrals.
• Meets with clients and prospects to update goals; reviews investments and plans regularly to ensure effective wealth management.
• Ensures compliance with banking, investment, and legal regulations and policies.
• Develops and maintains strong relationships with mass affluent clients to meet or exceed production goals.

Connaissances

Builds Productive Relationships

Consultative Selling

Financial Advising

Client Management

Customer Experience Management

Formation

Bachelor's Degree

High School Diploma or GED/Equivalent

Outils

Series 7

Series 63

Series 65

Series 66

Life and Health Insurance Licenses

Description du poste

First Citizens Bank is seeking a seasoned investment advisor to provide planning-based investment sales and comprehensive wealth management for clients and prospects in a regulated environment.

The role focuses on building relationships with mass affluent clients, reviewing portfolios, and ensuring regulatory compliance while collaborating with Bank partners to grow client coverage and profitability.