Investment Consultant

Investment Consultant

Job Description:

The Investment Consultant 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.
• Financial Strategy Development - Provides expert wealth management recommendations to prospects and clients. Develops strategic, detailed, and long-term plans to meet the financial needs and goals of affluent clients. Selects appropriate products, services, and solutions based on client requirements, preferences, and goals. Collaborates with other associates within the department to deliver continuous advice, products, and services that align with the evolving needs of clients.
• Fostering collaboration is about nurturing productive relationships with Bank stakeholders to support the department's strategic approach. It entails engaging with specialists from different business divisions to facilitate the delivery of wealth management products and services to clients.

Qualifications:

• High School Diploma or GED and 12 years of experience in acquiring clients, asset gathering, and providing comprehensive banking and financial planning advice
• Client Acquisition experience
• Asset Gathering experience
• Experienced in formulating detailed financial plans that cater to the specific requirements and aspirations of clients
• Banking experience
• Investment Management experience
• Insurance Planning experience
• Proficient in Trust and Estate Coordination
• The sought-after certification is the Advanced Advisor/Planning designation, emphasizing advanced planning capabilities
• Series 7 license
• The Series 65 or 66 license is pivotal for those seeking to build a career in financial planning and wealth management
• Achieving licensure for State Life & LTC Insurance requires adherence to the specified rules and regulations

The benefits offered by First Citizens Bank are an essential part of the organization's commitment to providing a total rewards package that is competitive, thoughtfully designed, and of superior quality to meet the demands of its employees.

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