Jr. Financial Advisor ( Financial Consultant I Team )
First Citizens Bank•Columbia, SC
423d
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About The Position
This position provides investment sales and service for clients and prospects with a planning foundation. The role actively partners with and coaches Bank branch employees to develop their skill set to profile and uncover client needs. It involves preparing client plans based on client goals and servicing accounts with less than $250,000 of investable assets while maintaining compliance standards throughout sales and consultation activities. The position also monitors client goal progress while enhancing the Bank's growth and profitability objectives, partnering with senior associates as part of a teaming arrangement.
