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Financial Advisor

Investment Solutions Specialist

Job in Raleigh, Wake County, North Carolina, 27601, USA
Listing for: First Citizens
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services institution located in Raleigh, NC, seeks an Investment Specialist responsible for promoting investment products and providing client consultation. Candidates should possess a Bachelor's Degree and 1 year of experience in Registered Securities, or a High School Diploma with 5 years of experience. Licenses such as Series 7 and state-specific insurance are required. This role emphasizes client service and risk management, interacting with clients to meet their financial needs.
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