Investment Opportunities Advisor

The Investment Opportunities Advisor at First Citizens Bank in Charleston, WV, will advise mass affluent clients on investment opportunities. Responsibilities include fostering relationships with branch partners, enhancing clients' financial goals, and expanding investment relationships. The role emphasizes business development and client prospecting, leveraging expertise in financial planning and investment strategies. This is a full-time position with no degree requirement.
Job Description

As a Financial Consultant at First Citizens Bank, you will serve as a subject matter expert in advising and selling investment opportunities to our mass affluent clients and prospects. Your primary goal will be to foster relationships with branch partners, help clients enhance their financial goals, and expand our investment relationship within a specific territory.

You will focus on business development and client prospecting, utilizing your expertise in financial planning and investment strategies to deliver exceptional results.