OverviewThe 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.Responsibilities
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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 RepresentativeLicense 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 marketsFirst Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.
