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Senior Financial Advisor Job

Company Name:
First Citizens Bank
New Bern, NC, US
Senior Financial Advisor
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Job ID #:
22812
Location:
NC-New Bern
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:
305 Broad Street, New Bern, NC 28563
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.
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The territory for this advisor position includes: New Bern, Bayboro and Oriental.
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.

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