Vaco LLCNewAdvisor Success Manager Vaco LLCAdvisor Success ManagerNashville, TN$1–$2Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. This role focuses on evaluating advisory practices, identifying opportunities for improvement, and implementing actionable strategies to accelerate success across a nationwide network of teams.
bdo consultingTax Senior Manager, Private Client Services bdo consultingTax Senior Manager, Private Client ServicesNashville, TNThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.
bdo consultingTax Managing Director, Private Client Services bdo consultingTax Managing Director, Private Client ServicesNashville, TN$215,000–$270,000 / yearA Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits; May be required to present complex strategies to clients and prospective clients.
Company ConfidentialCFO Company ConfidentialCFOBrentwood, TNFull timeQualificationsBachelor’s degree in Finance, Accounting, or related field; CPA and/or MBA preferred 10+ years of progressive finance leadership experience Prior experience within private equity-backed organizations strongly preferred Strong background in accounting, FP&A, cash flow forecasting, and financial operations Experience supporting M&A transactions and post-merger integrations ERP implementation and systems optimization experience preferred Ability to operate both strategically and tactically in a high-growth environment Excellent communication and executive presentation skills . Financial Leadership & OperationsBuild and enhance scalable financial infrastructure, controls, and reporting processes Improve monthly close, forecasting, budgeting, and cash flow management Oversee compliance, audit, lender reporting, and board-level financial reporting Develop KPI dashboards and financial insights to support strategic decision-making .
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorKnoxville, Tennessee$61,000–$250,000 / yearNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
United Community BankFinancial Advisor United Community BankFinancial AdvisorKnoxville, TennesseeRemoteAs a Financial Advisor, you'll provide comprehensive financial planning and investment management services, helping clients achieve their financial dreams. Provide Expert Advice: Guide clients on retirement planning, estate planning, asset allocation, and investment strategies.
Cerity PartnersNewSenior Wealth Planner Cerity PartnersSenior Wealth PlannerNashville, TN$95,000–$120,000 / yearThe Senior Wealth Planner leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. The Senior Wealth Planner serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies.
WellpathNewDischarge Planner Booking RN WellpathDischarge Planner Booking RNMemphis, TennesseeDischarge Planning & Patient Education: Assess patient needs, develop individualized care plans, educate patients on post-discharge care, review medications, and coordinate follow-up appointments with LVNs. We offer ongoing training and development opportunities for licensed and unlicensed healthcare team members, and have best in class clinical resources for training, education, and point of care support.
CROWN FINANCIAL GROUPParaplanner - Financial planning CROWN FINANCIAL GROUPParaplanner - Financial planningmemphis, TNThis role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. • Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses.
HHM CPAsFinancial Advisor HHM CPAsFinancial AdvisorChattanooga, TNIncumbent advisor is expected to utilize our financial planning process along with his/her knowledge of investment strategies, tax, securities, insurance, and retirement plans to assist clients in building, distributing, preserving and transferring wealth. The firm is a fee based Registered Investment Advisor (RIA) and as such all revenues generated are derived from fee-for-service client engagements and asset under management (AUM) fees.
First Command Financial Services, Inc.Financial Advisor First Command Financial Services, Inc.Financial AdvisorClarksville, TNSuccessful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.
Thrivent Financial for LutheransFinancial Advisor - Memphis Thrivent Financial for LutheransFinancial Advisor - Memphismemphis, TNThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Thrivent Financial for LutheransFinancial Advisor - Greenwood and Surrounding Area Thrivent Financial for LutheransFinancial Advisor - Greenwood and Surrounding Areafranklin, TNThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Corebridge Financial IncFinancial Advisor - Knoxville, TN Corebridge Financial IncFinancial Advisor - Knoxville, TNknoxville, TNEstimated TravelMay include up to 25% travel.#LI-KE1#LI-CBF#LI-SAFGThis role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial.
Foote Region - Modern Woodmen of AmericaFinancial Advisor - Seeking Growth Foote Region - Modern Woodmen of AmericaFinancial Advisor - Seeking GrowthJonesborough, TN$97,000–$192,000 / yearPossessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Advisor: As a Financial Advisor at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.
Equitable Financial Life Insurance CompanyEntry Level - Financial Advisor - TN, Franklin (5017) Equitable Financial Life Insurance CompanyEntry Level - Financial Advisor - TN, Franklin (5017)Franklin, TN366312true366312falseSubmission for the position Entry Level - Financial Advisor - TN Franklin 5017 - Job Number 2300006Bfalse366312falsetrueEntry Level - Financial Advisor - TN Franklin 50172300006BUNITED STATES-TN-FranklinUNITED STATES-TN-FranklinEquitable AdvisorsEquitable AdvisorsFull-timeFull-time Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Equitable Advisors LLC member FINRA SIPC Equitable Financial Advisors in MI and TN and affiliate Equitable Network LLC Equitable Network Insurance Agency of California LLC Equitable Network Insurance Agency of Utah LLC Equitable Network of Puerto Rico Inc.
Davis Family Financial LLCFinancial Planning Associate Davis Family Financial LLCFinancial Planning AssociateMemphis, TN$67,000–$80,000Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.
Davis Family Financial LLCFinancial Planning Associate (Remote) Davis Family Financial LLCFinancial Planning Associate (Remote)Jackson, TNRemote$45,000–$60,000Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.
CROWN FINANCIAL GROUPFinancial Adviser CROWN FINANCIAL GROUPFinancial Advisermemphis, TNThe ideal candidate is capable of analyzing the market’s financial data, has excellent communication and presentation skills, and has a track record of successful financial guidance. Gather information to understand each client’s overall financial situation and needs and create individualized financial plans.
Ardent HealthRegion Director Financial Planning & Analysis Ardent HealthRegion Director Financial Planning & AnalysisBrentwood, TennesseeOverview: Ardent Health is a leading provider of healthcare in growing mid-sized urban communities across the U.S. With a focus on people and investments in innovative services and technologies, Ardent is passionate about making healthcare better and easier to access. Through its subsidiaries, Ardent delivers care through a system of 30 acute care hospitals, 24,000+ team members and more than 280 sites of care with over 1,800 affiliated providers across six states.
Acadia HealthcareSenior Manager of Financial Planning and Analysis Acadia HealthcareSenior Manager of Financial Planning and AnalysisFranklin, Tennessee
Truist Financial CorpPremier Advisor- In Market Virtual- Savannah Truist Financial CorpPremier Advisor- In Market Virtual- SavannahSavannah, TNCompletion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC - Chartered Retirement Planning Counselor, or ChFC - Chartered Financial Consultant. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.
San Blas SecuritiesFinancial Advisor Series 7, 65 or 66 San Blas SecuritiesFinancial Advisor Series 7, 65 or 66Nashville Area, TNFull timeThis role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.
Clover Health Investments CorpHead of Financial Planning & Analysis Clover Care Services Clover Health Investments CorpHead of Financial Planning & Analysis Clover Care ServicesNashville, TNRemote$200,000–$280,000 / yearClover Care Services (CCS) is the clinical heart of Clover Health, delivering proactive support and care to our members through our clinical Clover Home Care teams, and quality improvement services to our aligned providers through our Managed Care Organization. Master Clinical Cost Drivers: Develop a deep understanding of the cost drivers within clinical operations to provide actionable insights on resource planning, staffing models, and the trade-offs between clinical delivery and business constraints.
HCA HealthcareNewFinancial Planning and Analysis Controller HCA HealthcareFinancial Planning and Analysis ControllerNashville, TNFacilitate scope change conversations with both ITG and the corresponding Business Unit Project Leadership teams, gather and model additional costs applying Capital and Operating criteria, create the financial portion of the project update to leadership. This includes: Working with Business Units to determine NY Financial Constraint, including reviewing project demand, preparing project financial information for prioritization, participating in Business Unit budget meetings and leading conversation in those meetings, as needed.
METROPOLITAN NASHVILLE AIRPORT AUTHORITY (THE)Dir., Financial Planning & Analysis - Capital METROPOLITAN NASHVILLE AIRPORT AUTHORITY (THE)Dir., Financial Planning & Analysis - Capitalnashville, TNJob Summary: The Director, Financial Planning & Analysis - Capital is responsible for managing and planning capital projects including funding sources, maintain debt models and cash flows for capital projects, ad hoc reporting including dashboards and data analysis, track and apply for grants, manage the Passenger Facility Charge (PFC) program, including PFC reporting and applications. A minimum of ten (10) years' overall financial planning and analysis experience; and a minimum of five (5) years' experience in a management-level position that oversees financial planning & analysis operations of an airport, a company or municipal entity.
Davis Family Financial LLCEntry Level Financial Planning Davis Family Financial LLCEntry Level Financial PlanningJackson, TN$50,000–$70,000Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial planning professional and potentially develop into management and leadership positions.
SAE InstituteSr. Financial Aid Advisor (Higher Education) SAE InstituteSr. Financial Aid Advisor (Higher Education)Nashville, TNBachelor's Degree in Business Administration, or related field and two years experience in higher education (Financial Aid preferred) environment or an equivalent combination of education and experience; Requires excellent computer skills. Makes adjustments to over-under awards by determining the amount of aid to be canceled or repaid while ensuring accuracy in system data entry and processing, and contacting students regarding possible alternatives.
Northwestern MutualCollege Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramMurfreesboro, Tennessee$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Nashville, TN JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Nashville, TNNashville, TNFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
United Community Banks IncWealth Strategist United Community Banks IncWealth StrategistBrentwood, TNRemoteIn this role, you'll develop personalized, comprehensive financial plans for high-net-worth (HNW) clients, helping them achieve their long-term financial goals. Create and present tailored wealth plans covering investment, retirement, estate, tax, risk management, and business succession strategies.
United Community BankWealth Strategist United Community BankWealth StrategistBrentwood, TennesseeRemoteIn this role, you’ll develop personalized, comprehensive financial plans for high-net-worth (HNW) clients, helping them achieve their long-term financial goals. Create and present tailored wealth plans covering investment, retirement, estate, tax, risk management, and business succession strategies.
United Community BankWealth Management Senior Portfolio Manager United Community BankWealth Management Senior Portfolio ManagerColumbia, TennesseeOverview: The Wealth Management Senior Portfolio Manager is responsible for constructing and managing discretionary investment portfolios for high-net-worth individuals and institutions. Additionally, this position supports Private Bankers and Trust Officers on all Investment Management & Trust sales opportunities and client relationship review meetings.
United Community BankWealth Management Portfolio Manager United Community BankWealth Management Portfolio ManagerBrentwood, TennesseeRemoteOverview: The Wealth Management Portfolio Manager is responsible for constructing and managing discretionary investment portfolios for high-net-worth individuals and institutions. Additionally, this position supports Private Bankers and Trust Officers on all Investment Management & Trust sales opportunities and client relationship review meetings.
Seven Springs Wealth Group, LLCWealth Advisor Seven Springs Wealth Group, LLCWealth AdvisorBrentwood, TNSeven Springs Wealth Group's family office services practice serves ultra-high-net-worth clients with operating businesses, multi-entity portfolios, and multigenerational wealth complexity. A defined allocation of this role’s time will be dedicated to one of the firm’s most complex client relationships — a multi-entity operating portfolio in the agricultural, livestock, and outdoor industries — working directly alongside the CEO and the client’s second-generation operational leader.
TEN Credit UnionWealth Manager Assistant (Program Coordinator) TEN Credit UnionWealth Manager Assistant (Program Coordinator)Nashville, TNThis position also serves TENCU members by supporting investment programs and related financial services with a strong focus on service excellence, compliance, and operational efficiency. The Wealth Manager Assistant plays a vital role in supporting the VP of Wealth Management by ensuring the efficiency, accuracy, and productivity of the Wealth Management team.
Professions IncPrivate Wealth Advisor Professions IncPrivate Wealth AdvisorNashville, TNExperience in a similar professional role in the Greater Cincinnati region, with a title such as a PWA, Senior Wealth Manager, Private Client Advisor, or similar, interacting with High and Ultra High Net Worth clients. Your familiarity with client circumstances, alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services will help frame, acquire, and retain relationships.
Chambliss, Bahner, Stophel, P.CParalegal - Estate Planning Chambliss, Bahner, Stophel, P.CParalegal - Estate PlanningChattanooga, TNThis role assists attorneys and clients in estate planning, including drafting estate plan documents, preparation of beneficiary and account change forms and transfer documents relating to accounts in order to implement an estate plan and the administration of all of the firm's trust administration clients. Proven ability to work independently in the performance of regular assignments, handle multiple tasks and priorities, meet deadlines, manage large volume workload and to refer unusual or important matters for direction.
Edward JonesNewBranch Office Administrator- Murfreesboro, TN Edward JonesBranch Office Administrator- Murfreesboro, TNMurfreesboro, TNEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Acumen TechnologyInformation Security Manager Acumen TechnologyInformation Security ManagerNashville, TN$115,000–$125,000With more than 25 years of leadership experience in financial services technology, Acumen’s deepest roots are in community banks, credit unions, and regulated financial institutions, while also supporting clients in professional services, healthcare, and construction. Organize and package audit requested items, complete pre-exam readiness checklists, and produce written summaries of control effectiveness that clients can hand directly to examiners.
Ranger StationDirector of Finance Ranger StationDirector of FinanceNashville, TNFull timeWe are looking for a Director of Finance who will be responsible for owning the financial clarity, stability, and long-term strategy of the business across multiple entities, reporting directly to the Chief Executive Officer. Financial Leadership Experience: 7+ years in finance, accounting, or strategic finance roles, ideally in retail, CPG, or vertically integrated brands.
Simmons BankNewWealth Advisor Simmons BankWealth AdvisorMemphis, TNAbility to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public. Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and SFIG written procedures related to the securities industry, including completion of required compliance training.
Regions Financial CorpPrivate Wealth Management Wealth Advisor Regions Financial CorpPrivate Wealth Management Wealth AdvisorKnoxville, TNCollaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services • Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities • Acquires the largest and most complex new client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently • Manages the most sophisticated client relationships • Acts as an expert client advisor, providing guidance and solutions for the development and on-going maintenance of the most complex client needs using technical expertise • Performs perpetual discovery, assessing a clients financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call • Manages multiple tasks and helps the team reach deadlines including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools and resources available to continuously enhance their skill set and improve their performance • Acts as a resource to associates with less experience • May supervise other associates. • Anticipates client needs and is proactively provides solutions • Consistently a top performer • Excellent verbal and written communication skills • Expert relationship management, business development and presentation skills • Expert sales, negotiation, problem solving, and interpersonal skills • Possess effective and proven sales experience • Strong initiative to be proactive and follow through on client requests.
United States Air ForcePhysical Scientist United States Air ForcePhysical ScientistArnold AFB, TN$11–$15 / hourMore information on PCS requirements may be found at httpsafciviliancareers.comregulatoryRecruitment incentives may be authorizedPosition may be subject to random drug testingEmployee may be required to work other than normal duty hours to include evenings weekends andor holidaysShift work and emergency overtime may be requiredEmployee must maintain current certificationsA security clearance may be requiredDisclosure of Political AppointmentsFullpart-time employees occupying direct childcare positions are eligible for discounts IAW DAF AFSVCCC Memo 30 Sep 22 first child 100 each additional child 25. Relocation expenses reimbursedNo Appointment typeMultipleWork scheduleFull-timeServiceCompetitivePromotion potential15 Job family Series 1301 General Physical Science Supervisory statusNoSecurity clearanceSecretDrug testNoPosition sensitivity and riskNoncritical-Sensitive NCSModerate RiskTrust determination processSuitabilityFitnessFinancial disclosureNoBargaining unit statusNoAnnouncement numberAFPC-STEMDHA-12857595-1301Control number853082300This job is open toHelpThe public U.S. Citizens Nationals or those who owe allegiance to the U.S. Clarification from the agencyThis public notice is to gather applications that may or may not result in a referral or selection.
First Citizens BancShares IncWealth Consultant - Hendersonville First Citizens BancShares IncWealth Consultant - HendersonvilleHendersonville, TNnQualifications\n \nBachelor's Degree and 8 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice OR High School Diploma or GED and 12 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice\n \nPreferred Area of Experience: Client Acquisition, Asset Gathering, comprehensive Financial Planning, Banking, Investment Management, Insurance Planning, Trust & Estate Planning\n \nRequired License or Certification Type: Series 7, 65 or 66 licenses, and State Life & LTC Insurance License\n \nPreferred Designation: Advanced Advisor/ Planning Designation \n \nBenefits 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. Serves as a Brand Ambassador by representing and promoting the Wealth line of business within the Bank and across the communities served.\n \n#LI-MP1\n \nResponsibilities\n\n Client Acquisition - Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates.