More jobs:
Wealth Planning & Investment Consultant II
Job in
Seneca, Oconee County, South Carolina, 29672, USA
Listed on 2026-06-26
Listing for:
First Citizens Wealth
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
First Citizens Wealth is seeking a Financial Consultant based in South Carolina to provide investment sales and service. This role involves personalized financial planning, regulatory compliance, and fostering client relationships to enhance the Bank's profitability.
The ideal candidate will have a Bachelor's Degree with 6 years of experience in registered securities or a High School Diploma with 10 years. Relevant licenses such as Series 7 and 63 are required for this position.
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