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Builders First Source Jobs in North Carolina (NOW HIRING)

First Citizens Bank

Investment Specialist

Raleigh, NC · On-site

Build rapport with internal centers of influence to source new client opportunities. Position ... Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a ...

First Citizens Bank

Investment Specialist

Raleigh, NC · On-site

Build rapport with internal centers of influence to source new client opportunities. Position ... First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality ...

First Citizens Bank

Investment Specialist

Raleigh, NC · On-site

Build rapport with internal centers of influence to source new client opportunities. Position ... First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality ...

First Citizens Bank

Investment Specialist

Raleigh, NC · On-site

Build rapport with internal centers of influence to source new client opportunities. Position ... First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality ...

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Infographic showing various Builders First Source job openings in North Carolina as of August 2026, with employment types broken down into 80% Full Time, and 20% Part Time. Highlights an 100% In-person job distribution, with an average salary of $42,779 per year, or $20.6 per hour.

Investment Retention Specialist

First Citizens Bank

Raleigh, NC • On-site

Other

Medical, Life

Re-posted 29 days ago

First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

106th of 172 rated banks

Job description

Overview

Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, theFirst Citizens Wealthteam provides comprehensive solutions backed by trustedexpertise. Here, your work helps power meaningful progress for the clients and communities we serve.

The retention specialist is an entry level role that is responsible for managing a preassigned book of existing relationships and looking for ways to grow and retain the client base. This position is responsible for developing an understanding of every client or prospect's financial situation and making introductions to senior specialists and partners where suitable. The team works with Mass Affluent clients that have an existing investment relationship with First Citizens Investor Services (FCIS). Partners with internal lines of business to increase new business while serving clients' financial goals and needs.

Responsibilities
  • Sales - Promotes investment and securities products through sales outreach and calling efforts to mass affluent clients or prospects. Consults with clients and prospects to determine their financial needs. Provides a solution from the Bank's offered products, or refers them to banking partners as appropriate.
  • Client Service - Facilitates client retention and satisfaction by ensuring timely processing of client requests, workflow, and communication. Provides periodic reviews for clients and answers inquiries regarding their investments.
  • Risk Management - Ensures compliance throughout activities with all applicable regulations, policies, and procedures.
  • Relationship Development - Establishes a rapport with clients to identify financial needs and leverage sales opportunities. Serves as a relationship management point of contact for clients calling in. Build rapport with internal centers of influence to source new client opportunities.

Qualifications

Bachelor's Degree and 1 years of experience in Registered Securities Representative OR High School Diploma or GED and 5 years of experience in Registered Securities Representative

Preferred Area of Experience: Call Center and/or Client Service experienceLicense or Certification Type: Possess state-specific life and health insurance licenses Required, Possess valid Series 7, 63, 65 or 66 licenses PreferredSkill(s): Knowledge of investment and financial markets

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

What First Citizens Bank employees say

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