Financial Consultant I Team

First Citizens Bank is hiring a Financial Consultant I in Batesburg-Leesville, SC. The role involves providing investment sales and client service, coaching bank employees, preparing client plans, ensuring compliance, and developing relationships to generate referrals. Candidates need a Bachelor's degree with 4 years of experience or a High School diploma with 8 years of experience, along with relevant licenses. This is a full-time position.
Overview
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This position provides investment sales and service for clients and prospects with a planning foundation.
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Actively partners with and coaches Bank branch employees to develop their skill set to profile and uncover client needs.
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Prepares a client plan based on client goals and services accounts with less than $250,000 of investable assets.
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Maintains all compliance standards throughout sales and consultation activities.
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Monitors client goal progress while enhancing the Bank's growth and profitability objectives.
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This role will partner with senior associates as part of a teaming arrangement.
">Responsibilities
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• Sales: Assists in the sales and promotion investment products and services.">
• Utilizes a personalized sales approach to understand client's financial needs and recommend appropriate solutions.">
• Partners with associates to generate referrals.">
">Client Service
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• Prepares and presents financial plans to existing clients and prospects.">
• Evaluates client needs and goals to provide appropriate financial planning.">
• Reviews investments, strategies, and goals on a regular basis to ensure progress toward the clients goals.">
• Assists in servicing existing book of business which may include answering inquiries, making recommendations, and managing the relationship through the referral process.">
">Risk Management
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• Ensures compliance with all applicable banking, investment, and legal regulations and policies.">
">Relationship Development
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• Develops relationships with Bank associates, clients, and prospective clients to generate referrals and sales opportunities.">
• Identifies tools or methods to enhance personal service and referral performance.">
">Qualifications
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Bachelor's Degree and 4 years of experience in Registered Financial Representative OR High School Diploma or GED and 8 years of experience in Registered Financial Representative License or Certification Type: Possess valid Series 7, 63, 65 or 66, and state-specific life and health insurance licenses Required First 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.
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