Financial Consultant II

Responsibilities

• Promote investment products and services using a personalized planning-based sales approach to meet client goals.
• Meet with clients and prospects to review investments, strategies, and financial goals on a regular basis.
• Partner with internal associates and external centers of influence to generate referrals and source new business.
• Ensure strict compliance with all applicable banking, investment, and legal regulations and policies.
• Monitor client goal progress and provide ongoing service to assigned accounts to enhance wealth management.

Requirements

• Bachelor's Degree and 6 years of experience as a Registered Securities Representative, OR High School Diploma/GED and 10 years of experience as a Registered Securities Representative.
• Valid Series 7 license.
• Valid Series 63, 65, or 66 license.
• State-specific life and health insurance licenses.

Benefits

• First Citizens Bank provides a competitive, thoughtfully designed, and quality benefits program to meet the needs of our associates.

About the Company

First Citizens Bank helps clients pursue their ambitions at every stage of life. Our Wealth team delivers banking, investment, insurance, and many more solutions that support the moments that matter most.