Investment Specialist
First Citizens BancShares
Investment Specialist
First Citizens BancShares
Full-service bank offering loans and investments
Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals. Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused on relationships, trust, and long-term impact.
The Investment Specialist works with our Premier Bankers and branch partners to fulfill the investment needs of our clients. The Investment Specialist develops an understanding of each client or prospect's financial situation in order to recommend the appropriate investment solution with the client’s best interest in mind. They also facilitate ongoing training with branch partners and Premier bankers to help them uncover opportunities to refer clients and prospects for investment consultation. The Investment Specialist team covers all 50 states and partners with branches throughout the First Citizens branch network.
Duties & Responsibilities:
Sales - Promotes investment and securities products through sales outreach and calling efforts to mass affluent clients or prospects. Consults with clients and prospects to determine their financial needs. Provides a solution from the Bank’s offered products, or refers them to banking partners as appropriate.
Client Service - Facilitates client retention and satisfaction by ensuring timely processing of client requests, workflow, and communication. Provides periodic reviews for clients and answers inquiries regarding their investments.
Risk Management - Ensures compliance throughout activities with all applicable regulations, policies, and procedures.
Relationship Development - Establishes a rapport with clients to identify financial needs and leverage sales opportunities. Serves as a relationship management point of contact for clients calling in. Build rapport with internal centers of influence to source new client opportunities.
Position Specific Skills:
Knowledge of investment and financial markets
Builds Productive Relationships
Business Development
Client Management
Consultative Selling
Financial Advising
Qualifications:
Bachelor's Degree and 1 years of experience in Registered Securities Representative OR High School Diploma or GED and 5 years of experience in Registered Securities Representative
License or Certification Type: Possess valid Series 7, 63, 65 or 66, and state-specific life and health insurance licenses RequiredSkill(s): Knowledge of investment and financial markets
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
Full-service bank offering loans and investments
First Citizens BancShares operates First Citizens Bank, offering a full range of financial services for individuals and businesses. Its products include checking and savings accounts, credit cards, mortgages and auto loans, personal loans, online and mobile banking, wealth management and investment services, insurance, and small business banking. The core product set is accessed via online and mobile platforms, branch networks, and ATM access, with features like online statements, bill pay, direct deposit, and rewards programs. The bank positions itself through a broad suite of banking and financial services tailored to different customer segments such as personal, business, and wealth customers, emphasizing integrated banking experience and customer support. Overall, the goal is to help customers manage money, borrow for major needs (homes, vehicles, education), invest for future goals, and protect their financial security through a range of financial products and advisory services.
Explore more opportunities at First Citizens BancShares