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Senior Financial Advisor
First Citizens Bank
Fayetteville, NC, United States
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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:
Meets 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.
Reviews investments, strategies, and goals with existing clients on a regular basis, maintaining FCIS compliance standards.
Effectively partners with, and trains, 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.
Other Preferred Qualifications:
Strong communication skills (verbal, written, presentation).
Organized and attention to detail.
Self-starter.
Driven.
Collaborative / Team Player.