Senior Financial Advisor Job
Company Name:
First Citizens Bank
Greenville, NC, US
Senior Financial Advisor
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Job ID #:
23188
Location:
NC-Greenville
Functional Area:
Wealth Management
Employment Type:
Full-Time Exempt
Education Required:
High School Diploma
Experience Required:
6 years
Days and Hours:
Monday-Friday 8-5
Physical Address:
1005 Red Banks Road Greenville, NC 27858
Department Name:
First Citizens Investor Services
Position Description
Senior Financial Advisors present and sell non-traditional (non-FDIC insured) investments to mass affluent customers and prospects. Prepares and presents a financial plan to clients and monitors progress towards achieving client goals. Maintains all compliance standards.
Principal Accountabilities
:
- Meet with clients and prospects to discuss and evaluate all aspects of financial planning and services; promotes appropriate wealth consulting solutions for client needs, ensuring all compliance standards are met.
- Review investments, strategies, and goals with existing clients on a regular basis, maintaining FCIS compliance standards.
- Effectively partner with, and train, FBC associates on FCIS products and services to generate referrals.
- Promote bank and other Wealth Management products and services to FCIS clients and prospects.
Position Requirements
Basic
Qualifications:
Bachelor degree with a minimum of 2 years experience as a registered securities representative.
-Or-
High school diploma or GED with a minimum of 6 years as a registered securities representative.
-Or-
A minimum of 1 years FCIS or FCB experience as a registered securities representative.
Additional Requirements:
Series 63, Series 65/66, and Series 7.
State-specific Life and Health insurance licenses.
Series 7 and Series 65/66 may be obtained within the first 90 days of hire or placement date provided Series 6 license is active.
Other Preferred
Qualifications:
Strong communication skills (verbal, written, presentation).
Organized and attention to detail.
Self-starter.
Driven.
Collaborative / Team Player.
$360K in trailing 12 month production.
We are an Equal Opportunity Employer and do not discriminate against applicants due to race, ethnicity, gender, veteran status, or on the basis of disability or any other federal, state or local protected class.Estimated Salary: $20 to $28 per hour based on qualifications.
First Citizens Bank
Greenville, NC, US
Senior Financial Advisor
Use your LinkedIn Profile to help you apply faster!
Apply with LinkedIn
Job ID #:
23188
Location:
NC-Greenville
Functional Area:
Wealth Management
Employment Type:
Full-Time Exempt
Education Required:
High School Diploma
Experience Required:
6 years
Days and Hours:
Monday-Friday 8-5
Physical Address:
1005 Red Banks Road Greenville, NC 27858
Department Name:
First Citizens Investor Services
Position Description
Senior Financial Advisors present and sell non-traditional (non-FDIC insured) investments to mass affluent customers and prospects. Prepares and presents a financial plan to clients and monitors progress towards achieving client goals. Maintains all compliance standards.
Principal Accountabilities
:
- Meet with clients and prospects to discuss and evaluate all aspects of financial planning and services; promotes appropriate wealth consulting solutions for client needs, ensuring all compliance standards are met.
- Review investments, strategies, and goals with existing clients on a regular basis, maintaining FCIS compliance standards.
- Effectively partner with, and train, FBC associates on FCIS products and services to generate referrals.
- Promote bank and other Wealth Management products and services to FCIS clients and prospects.
Position Requirements
Basic
Qualifications:
Bachelor degree with a minimum of 2 years experience as a registered securities representative.
-Or-
High school diploma or GED with a minimum of 6 years as a registered securities representative.
-Or-
A minimum of 1 years FCIS or FCB experience as a registered securities representative.
Additional Requirements:
Series 63, Series 65/66, and Series 7.
State-specific Life and Health insurance licenses.
Series 7 and Series 65/66 may be obtained within the first 90 days of hire or placement date provided Series 6 license is active.
Other Preferred
Qualifications:
Strong communication skills (verbal, written, presentation).
Organized and attention to detail.
Self-starter.
Driven.
Collaborative / Team Player.
$360K in trailing 12 month production.
We are an Equal Opportunity Employer and do not discriminate against applicants due to race, ethnicity, gender, veteran status, or on the basis of disability or any other federal, state or local protected class.Estimated Salary: $20 to $28 per hour based on qualifications.
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