Wealth Advisor: Investment & Planning Specialist

First Citizens · Myrtle beach, United States

First Citizens Bank Wealth in Myrtle Beach, SC seeks an experienced Investment Sales professional to provide tailored investment solutions and client service aligned with planning foundations. The role emphasizes regulatory compliance, ongoing client reviews, and collaborative referrals with internal partners to drive growth.

The position requires Series 7/63/65/66 licenses and appropriate life and health insurance credentials, with a focus on building trusted relationships with mass affluent