About this opportunity
First Citizens Wealth lists this Wealth & Investment Consultant II opportunity in columbia, South Carolina. Review the employer’s description below for duties, qualifications and application requirements.
Job description
First Citizens Bank's Wealth team is seeking an experienced investment advisor to provide planning-based investment sales and service for clients and prospects in Columbia, SC. You will tailor recommendations and support clients through their financial journeys, building long-term relationships.
Responsibilities include monitoring goals, collaborating with bank partners, and maintaining regulatory compliance while helping clients achieve their wealth goals.
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Worksite address
columbia, SC, 29228, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.