First Citizens Bank · 10 hours ago
Financial Consultant II
Mullins, SC
Full-time
Onsite
Senior Level
6+ years expFirst Citizens Bank is a stable and family-oriented institution with over 120 years of experience. They are seeking a Financial Consultant II to advise and sell investment opportunities to mass affluent clients while fostering relationships with branch partners to enhance clients' financial goals.
BankingInsuranceLendingPaymentsWealth Management
Responsibilities
Sales - Promotes investment products and services through a variety of sales techniques. Utilizes a personalized planning based sales approach to understand client's goals and financial needs followed by recommending appropriate solutions. Actively and consistently partners with internal associates to generate referrals
Client Service - Meets with clients and prospects to update client goals by leveraging financial planning Reviews investments, strategies, and goals on a regular basis to ensure effective wealth management. Provides ongoing client service to assigned accounts by answering inquiries, making recommendations, and monitoring goals. Utilizes investment proficiency to assist mass affluent individuals in managing their finance
Risk Management - Ensures compliance with all applicable banking, investment, and legal regulations and policies
Relationship Development - Develops and maintains strong relationships with mass affluent individuals to meet or exceed production goals. Identifies tools or methods to enhance personal service and referral performance. Works with Bank partners and external centers of influence to source new business opportunities
Qualification
Required
Bachelor's Degree and 6 years of Financial Services experience OR High School Diploma or GED and 10 years of Financial Services experience
Must have valid Series 7, 63, 65/66, and State specific Life and Health Insurance licenses
Company
First Citizens Bank
First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.
10001+ employees
H1B Sponsorship
First Citizens Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (126)
2024 (115)
2023 (249)
2022 (53)
2021 (12)
2020 (9)
Funding
Current Stage
Public CompanyTotal Funding
$33M2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO
Leadership Team
C
Craig Nix
Chief Financial Officer
Greg Smith
Chief Information and Operations Officer
Recent News
2025-12-22
2025-12-21
Company data provided by crunchbase