Wealth Advisor: Investment & Planning Specialist
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
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
Step into the Wealth Advisor:
Investment & Planning Specialist role at First Citizens in Myrtle Beach, SC, United States and grow with us.
This role is for the Wealth Advisor:
Investment & Planning Specialist role at First Citizens.
We are seeking a motivated Wealth Advisor:
Investment & Planning Specialist to join First Citizens in Myrtle Beach, SC, United States.
Consider building your career as a Wealth Advisor:
Investment & Planning Specialist at First Citizens.
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