Hybrid Investment Advisor: Mass Affluent Relationships
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
First Citizens Bank seeks an Investment Solutions Advisor to build client relationships among mass affluent clients in a hybrid role in Charlotte. You will assess financial needs, present investment and wealth solutions, and coordinate with internal partners to deliver comprehensive service.
The role emphasizes compliance, ongoing reviews, and growth of assets under management while maintaining high service standards.
The Hybrid Investment Advisor:
Grow Mass Affluent Relationships role at First Citizens Bank is now open for applications in Charlotte, NC, United States.
Consider building your career as a Hybrid Investment Advisor:
Grow Mass Affluent Relationships at First Citizens Bank.
The Hybrid Investment Advisor:
Grow Mass Affluent Relationships position in the Finance, Sales field is open for applications.
We have an opening for a Hybrid Investment Advisor:
Grow Mass Affluent Relationships in Charlotte, NC, United States within Finance, Sales.
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