Investment Specialist: Wealth Solutions & Client
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
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.
We would love to welcome a new Investment Specialist:
Wealth Solutions & Client Growth to our organisation in Charlotte, NC, United States.
We are seeking a motivated Investment Specialist:
Wealth Solutions & Client Growth to join First Citizens Wealth in Charlotte, NC, United States.
Consider building your career as a Investment Specialist:
Wealth Solutions & Client Growth at First Citizens Wealth.
The Investment Specialist:
Wealth Solutions & Client Growth position in the Finance field is open for applications.
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