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Posted: Sunday, March 5, 2017 1:40 AM

Institutional Consultant
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Job ID : 27302
Location: SC:Columbia
Functional Area: Wealth Management : Sales
Employment Type: Full:Time Exempt
Education Required: High School Diploma
Experience Required: 8 years
Days and Hours: Mon:Fri 8:00:5:00
Physical Address: Columbia, SC
Department Name: Institutional Trust
Position Description
The role of an Institutional Consultant is to solicit new Institutional Business for the Institutional Advisory Services Group of First Citizens Bank. Focusing on qualified retirement plans, asset management, custody/ escrow and Philanthropic services to , Small Businesses, Professional Practices, Corporations, Foundations and Endowments, Various Public Authorities, Trade Associations, Attorneys, CPAs and Investment Banking/Brokerage Firms for new business opportunities.
Principal Accountabilities:
Attract assets under management/custody as defined in annual goals focusing calling efforts on Small Businesses, Professional Practices, Municipalities, Corporations, Foundations, Endowments, Attorneys, Investment Bankers/Brokers, CPAs, and Trade Associations.
Attend area Bank meetings and update attendees on new products, services, and developments within the Institutional Trust Industry, in an effort to promote our services, create awareness and cultivate referral opportunities.
Work with client and their representatives (attorneys, CPAs, etc) along with our administrative team to facilitate a smooth transition of the business.
Represent the Bank and the Institutional Trust Services Division in our communities through involvement in civic and professional organizations.
Position Requirements
Basic Qualifications:
Bachelors degree with at least 4 years practical institutional wealth business experience (either administration or sales).
High school diploma or GED with at least 8 years practical institutional wealth business experience (either administration or sales).
Hold NASD Series 6, 63, 65 or 66, and Life and Health License.
Prefer ICB Designation (CRSP, CCTS, etc.).
Position can be located in Columbia or Charleston.
We are an Equal Opportunity Employer and do not discriminate against applicants due race, color, religion, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or other legally protected status.


• Location: Columbia

• Post ID: 16400831 columbia is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017