Wealth Advisor II: Client-Focused Investment & Planning

First Citizens · Columbia, United States

First Citizens Bank’s Wealth team is seeking an Investment Sales Specialist to provide planning-based guidance to clients and prospects, delivering integrated wealth solutions across banking, investments, and insurance. You will collaborate with advisors to tailor recommendations and enhance client outcomes.

You will meet with clients to review goals, discuss strategies, and monitor progress, ensuring regulatory compliance while developing relationships that generate growth for the bank and