Investment Advisor

Investment Advisor

Job Description:

The Investment Advisor identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing opportunities in multiple product lines to achieve growth and profitability goals through a diversified financial planning based approach. Serves as a Brand Ambassador by representing and promoting the Wealth line of business within the Bank and across the communities served.

Responsibilities:

• Client Acquisition - Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development.
• Relationship Management - Serves as a primary point of contact and advocate for high net worth prospects and clients. Maintains current knowledge and awareness of client circumstances, conditions, and overall relationship with the Bank to develop appropriate wealth plans. Represents the full services offering to clients, including investments, banking, financial planning, insurance, and trust services. Develops and executes a high-touch, client-centric experience to maintain and expand existing client relationships. Assists in the planning and facilitation of client events.
• Wealth Management Consultation - Offers prospects and clients specialized advice on wealth management. Creates strategic, comprehensive, and future-oriented plans to achieve the financial requirements and goals of high net worth clients. Determines appropriate products, services, and solutions based on the individual needs, preferences, and objectives of clients. Engages with other team members in the department to provide ongoing advice, products, and services that adapt to the changing needs of clients.
• Engaging in collaboration means establishing meaningful relationships with Bank stakeholders to uphold the strategic direction of the department. It involves collaborating with specialists from various areas of the business to ensure the effective delivery of wealth management offerings to clients.

Qualifications:

• Requires a high school diploma or GED and 12 years of experience in client acquisition, asset accumulation, and providing comprehensive banking and financial advice
• Client Acquisition experience
• Asset Gathering experience
• Skilled in developing holistic financial plans that consider all aspects of a person's financial situation
• Banking experience
• Investment Management experience
• Insurance Planning experience
• Adept with Trust and Estate Organization
• Professionals aim for the Advanced Advisor/Planning designation as their preferred title for specialized planning
• Series 7 license
• The Series 65 or 66 license validates the competence of professionals to offer investment advice and manage client portfolios
• The State Life & LTC Insurance license is obtained through meeting the stipulated prerequisites and criteria

First Citizens Bank places great importance on delivering a benefits program that is competitive, well-structured, and of exceptional quality as part of its overall rewards package. The company focuses on providing benefits that are thoughtfully designed to meet the diverse needs of its workforce.

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