JobsEQ by Chmura Logo

Financial Services Development Associate

First Citizens Bank

Location: 24011
Type: Full-Time, Non-Remote
Posted on: February 7, 2024
Overview
First Citizens Bank offers an exciting opportunity to begin your financial services career through our licensed sales development program. The journey begins with a customized study program to obtain investment and insurance licenses including the Securities Industry Essentials [SIE], Series 6, 63 and state-specific life insurance. Once complete, you'll then learn core banking principles and consultative selling skills necessary to be successful in this industry. This 6-month program is fast-paced and interactive providing opportunities to apply what you've learned in a safe, supportive environment. Upon graduation, you will be placed in a licensed role helping First Citizens clients with their banking and investment needs.
At First Citizens, we're committed to your professional growth and provide dedicated coaches to help our licensed teammates achieve their full potential. As you experience success, there are multiple career paths within Banking and Wealth Management to explore and grow with us!
What it takes to be successful:
* Motivation to accomplish goals
* Passionate about building and nurturing relationships with clients
* Communicates clearly and confidently
* Works well in a collaborative environment
* Ability to manage complexity and prioritize tasks in a fast-paced environment
* Strong critical thinking and problem-solving skills
*The first 9 weeks of this program will take place in Raleigh, NC. Associates will be provided temporary housing, by the bank, during this timeframe.
Responsibilities
The essential functions of the job include the following:
• Proactive outreach to generate appointments for sales conversations
• Sales conversations to understand banking needs and financial goals
• Open deposit accounts and originate loans (including real estate secured loans)
• Identify referrals for wealth, mortgage and business/commercial banking
Qualifications
Bachelor's Degree and 0 years of experience OR High School Diploma/GED and 4 years of experience in sales, customer service, or lending
License Requirement: Your continued employment in the Financial Services Development Program is contingent upon you participating in the next available Licensed Platform Associate “LPA” track and having or acquiring all state and federal licenses and registrations necessary for you to carry out your assigned responsibilities within 6 months of beginning the LPA track. The licensing and registration milestones must be achieved as follows:
Securities Industries Essentials (SIE) and Series 6 licenses obtained within 3 months of beginning the LPA track.
Series 63 and Life Insurance licenses obtained within 5 months of beginning the LPA track.
SAFE Act registration required within 6 months of beginning the LPA track.
Preferred Area of Experience: Financial services sales, telephone sales
Preferred Education:  Bachelor's Degree obtained within last 2 years
Bachelor's Degree and 0 years of experience OR High School Diploma/GED and 4 years of experience in sales, customer service, or lending
License Requirement: Your continued employment in the Financial Services Development Program is contingent upon you participating in the next available Licensed Platform Associate “LPA” track and having or acquiring all state and federal licenses and registrations necessary for you to carry out your assigned responsibilities within 6 months of beginning the LPA track. The licensing and registration milestones must be achieved as follows:
Securities Industries Essentials (SIE) and Series 6 licenses obtained within 3 months of beginning the LPA track.
Series 63 and Life Insurance licenses obtained within 5 months of beginning the LPA track.
SAFE Act registration required within 6 months of beginning the LPA track.
Preferred Area of Experience: Financial services sales, telephone sales
Preferred Education:  Bachelor's Degree obtained within last 2 years
$0 per YEAR Employment Type: Full-Time