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Investment Specialist: Wealth Solutions & Client Growth
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-10
Listing for:
First Citizens Wealth
Full Time
position Listed on 2026-08-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
First Citizens Wealth seeks an Investment Specialist to partner with Premier Bankers and branch teams, assessing client financial situations and recommending appropriate investment solutions with a client-first approach.
The role involves ongoing training with branch partners, supporting referrals for investment consultations, and adherence to regulatory standards. Bachelor's degree or equivalent experience is required along with required licenses.
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