layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Investment Specialist - Hybrid
First Citizens Bank
Phoenix, Arizona
Source: First Citizens Bank careers · View original posting
Employer job description
From First Citizens Bank's posting. “We” and “our” refer to the employer.
Overview
Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals. Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused on relationships, trust, and long-term impact.
This position facilitates client relationship development goals through calling efforts. Makes outbound calls to new and existing mass affluent clients in order to generate sales opportunities. Addresses inquiries and requests from inbound client calls. Develops an understanding of each client or prospect’s financial situation in order to recommend the appropriate investment solution. Partners with internal lines of business to increase new business while serving clients’ financial goals and needs. This is a hybrid position.