Institutional Advisor - Charlotte, NC

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Date :
Location :
Charlotte, NC US
Job ID :
Functional Area :
Wealth Management - Sales
Employment Type :
Full-Time Exempt
Education :
High School Diploma
Experience :
10 or more years
Days and Hours :
M-F 8-5
Physical Address :
128 S. Tryon Street, Charlotte NC 28202
Department Name :
Institutional Trust
Position Description :
The role of an Institutional Advisor is to provide an exceptional client experience while serving as the primary relationship owner for existing and converting Institutional Business for the Institutional Advisory Services Group of First Citizens Bank. As an Advisor, your clients will consist of qualified retirement plans, asset management, custody/ escrow and Philanthropic services to , Small Businesses, Professional Practices, Corporations, Foundations & Endowments, Various Public Authorities, Trade Associations, Attorneys, CPAs and Investment Banking/Brokerage Firms for new business opportunities.
Principal Accountabilities:
Serve as primary point of client contact, ensuring quality and timeliness of client service delivery.
Accountable for client satisfaction and retention.
Responsible for and/or assist with new client acquisition and development; managing existing relationships and building an external and internal network of contacts to derive new clients.
Prepare for and attend client review meetings (i.e., board, committee, employee education, etc.).
Manage client profitability and develop a profitable book of business by designing and implementing various strategies based on client needs/goals.Basic Qualifications:
Bachelor degree with a minimum of 6 years trust, financial services, or financial operations experience -or- 6 years FCB specific trust experience.
High school diploma or GED with a minimum of 10 years trust, financial services, or financial operations experience -or- 10 years FCB specific trust experience.

FINRA licensing required for certain fields: must either possess valid Series 6, 63, 65 licenses or obtain the licenses within 90 days of hire date.
Ability to read, interpret and communicate complex legal documents (wills, retirement plan documents, agency/investment management agreements, etc.).
Strong communication skills.
Strong negotiating and interpersonal skills.
Strong understanding of the investment markets and economics in general.
Work successfully in a team environment and deliver clear and effective presentations.
One or more ABAICB designations CTFA, CRSP, CCTS, etc.
Experience in one or more of the following institutional trust fields retirement plans, philanthropic, custody/escrow.
Relationship management experience.
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