Wealth & Investment Consultant II

First Citizens Wealth; Columbia (SC); On-site; USD 80,000 - 150,000; Full time

Job summary

First Citizens Bank's Wealth team is seeking an experienced investment advisor to provide planning-based investment sales and service for clients and prospects in Columbia, SC. You will tailor recommendations and support clients through their financial journeys, building long-term relationships.

Responsibilities include monitoring goals, collaborating with bank partners, and maintaining regulatory compliance while helping clients achieve their wealth goals.

Qualifications

• Bachelor's degree with 6+ years in financial services.
• Alternative: HS diploma with 10 years in registered securities.
• Active Series 7/63/65/66 and life/health licenses.

Responsibilities

• Promotes investment products and services to clients and prospects.
• Meets with clients to update goals and reviews investments and strategies.
• Ensures compliance with banking, investment, and legal regulations.
• Develops and maintains relationships to meet production goals.

Skills

Builds Productive Relationships

Consultative Selling

Financial Advising

Client Management

Customer Experience Management

Education

Bachelor's Degree in Finance/Business with 6+ years experience

High School Diploma or GED with 10+ years Registered Securities experience

Job description

First Citizens Bank's Wealth team is seeking an experienced investment advisor to provide planning-based investment sales and service for clients and prospects in Columbia, SC. You will tailor recommendations and support clients through their financial journeys, building long-term relationships.

Responsibilities include monitoring goals, collaborating with bank partners, and maintaining regulatory compliance while helping clients achieve their wealth goals.