Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investment Specialist: Client Solutions & Growth

First Citizens

A financial services provider in Raleigh is looking for an Investment Specialist to work closely with Premier Bankers and branch partners. This role focuses on fulfilling the investment needs of clients through sales outreach and consultations while ensuring compliance with regulations. Candidates should have a Bachelor's Degree with relevant experience or a High School Diploma with significant experience in the field, alongside necessary securities licenses. Attractive benefits are also provided. #J-18808-Ljbffr First Citizens

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Investment Specialist: Client Solutions & Growth in Raleigh, NC vacancy
  •  ...institution is seeking a Financial Solutions Advisor in Raleigh, NC. This...  ...and customized solutions to clients, helping them achieve their...  ...leads and recommending investment products. The ideal candidate...  ...opportunities for professional growth in a supportive environment.... 
    Suggested

    Bank of America

    Raleigh, NC
    4 days ago
  • Bank of America in Raleigh, NC seeks a Financial Solutions Advisor Stage I to begin with licensing...  ...skills. You’ll learn to acquire, build, and manage client relationships while delivering core banking and investment solutions. The role emphasizes a pathway from Stage... 
    Suggested

    Bank of America

    Raleigh, NC
    3 days ago
  •  ...preparing technical sections of financial deliverables. The FA coordinates Stop Loss RFPs with the marketing team and creates professional client-ready spreadsheets for fees, premiums, and claims experience. The role supports the client team in meetings and financial strategy... 
    Suggested

    HUB International

    Raleigh, NC
    2 days ago
  •  ...seeking a Senior Financial Consultant to provide investment solutions for individuals and businesses, while building and maintaining client relationships. You will partner with AUFC...  ...full-time, hybrid position with a focus on growth and client service. #J-18808-Ljbffr... 
    Suggested
    Full time

    Atlantic Union Bank

    Raleigh, NC
    15 hours ago
  •  ...a team dedicated to helping clients build stronger financial futures...  ...From banking and lending to investments, insurance, and wealth...  ...Wealthteam provides comprehensive solutions backed by trustedexpertise....  ...we serve. The Investment Specialist works with our Premier... 
    Suggested

    First Citizens Bank

    Raleigh, NC
    2 days ago
  •  ...Associate Strategic Client Executive, Rx Solutions Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver... 
    Permanent employment
    Local area
    Night shift
    Raleigh, NC
    22 days ago
  • $50k - $60k

     ...opportunity to conduct legal research, draft documents, and maintain client files while learning from experienced associates. Ideal...  ...eager to practice law in a supportive environment with room for growth. A competitive salary of $50,000 - $60,000 plus bonuses is offered... 
    Full time

    North State Law

    Raleigh, NC
    4 days ago
  •  ...different and how you can make your mark as an Associate Strategic Client Executive at MMA. Marsh McLennan Agency (MMA) provides...  ...employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless... 
    Permanent employment
    Local area
    Night shift

    Marsh McLennan Agency

    Raleigh, NC
    2 days ago
  •  ...ongoing management to meet financial and client objectives. The team works closely multiple...  ...for working collaboratively to develop solutions for deposit or debit products that increase...  ...trends across sales production, balance growth, client acquisition, client retention,... 
    Full time
    Part time
    Work experience placement
    Work at office
    Shift work
    Day shift

    Truist

    Raleigh, NC
    1 day ago
  •  ...seeking a Tax Associate or Tax Senior for a remote position located near Raleigh, NC. This role emphasizes client interactions, tax return preparation, and offering solutions for tax issues. Candidates should have a Bachelor's in Accounting and 3 to 5 years of public... 
    Remote work

    Res Consultant Group / Recruiting Edge Staffing

    Raleigh, NC
    3 days ago
  • $77k - $202k

     ...Description & SummaryThe OpportunityAs a Zuora Solution Architect - Senior Associate, you will play a pivotal role in helping clients optimize operational efficiency through the...  ...opportunities for personal and professional growth- Supporting the development of subscription... 
    Full time
    H1b

    PwC

    Raleigh, NC
    4 days ago
  •  ...focused position. The role involves building relationships with clients, preparing tax returns, and performing tax planning, among...  ...become one. This position offers excellent work/life balance and growth opportunities within the firm. #J-18808-Ljbffr Res Consultant Group... 

    Res Consultant Group / Recruiting Edge Staffing

    Raleigh, NC
    4 days ago
  • $30 per hour

     ...development and professional growth of our veterans and military...  ...recognizes new problems and develops solutions within appropriate time...  ...S. based or U.S. customer or client-facing roles may be required...  ...benefits #401(k) Savings and Investment Plan with company match #... 
    Hourly pay
    Temporary work
    Work experience placement
    Internship
    Worldwide
    Flexible hours

    Oracle

    Raleigh, NC
    4 days ago
  •  ...seeking a Senior Associate in Raleigh to lead client engagement teams on strategy and technology projects that drive revenue growth. You will refine Net Revenue Management...  ...through strategic consulting and data-driven solutions. The role emphasizes strong analytical... 

    3M HEALTHCARE

    Raleigh, NC
    15 hours ago
  • $85k - $145k

    Mercer Advisors is hiring a Wealth Path Wealth Advisor to manage a book of 150-250 clients, focusing on client retention and asset growth. Candidates should hold a Bachelor's degree and a Certified Financial Planner designation, with considerable experience in wealth management... 
    Monday to Friday

    Mercer Advisors

    Raleigh, NC
    1 day ago
  •  ...developing and expanding treasury management business. This position involves forming new client relationships and maintaining existing ones by providing excellent service and innovative solutions. Qualified candidates should have at least a Bachelor’s degree and ten years of... 

    Regions Bank

    Raleigh, NC
    2 days ago
  • $128k - $252.5k

     ...a significant impact on our clients' success. You’ll work alongside...  ...digital ventures, and fuel growth through innovation. AI & Engineering...  .../verticalized sector solutions in software, data, AI, network...  ...banking, insurance, securities, investment management, and real estate... 

    Deloitte

    Raleigh, NC
    15 hours ago
  • $80.6k - $117.33k

     ...specialize in leveraging advanced technologies such as AI, cloud, and data-led innovation to help our clients accelerate growth and unlock business value. Our AI-driven solutions empower financial institutions to make smarter decisions, enhance customer experiences, and... 
    Full time
    Temporary work
    Relocation

    Infosys Technologies

    Raleigh, NC
    3 days ago
  • $70k - $200k

    Join Canvas Homes: Investment Real Estate Sales Agent Are you ready to take your real estate...  ...—no lone wolves here! Unlimited Growth Potential: Whether you aim to lead your...  ...with our exclusive property listings. Client Engagement: Maintain regular communication... 
    Full time
    Local area

    Canvas Construction

    Raleigh, NC
    1 day ago
  • $77k - $214k

     ...life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients design and implement personal and customised service...  ...- Leading the way as tax advisors with innovative solutions- Utilizing advanced skills and technology to solve... 
    Full time
    H1b

    PwC

    Raleigh, NC
    4 days ago
  •  ...and be an integral part of the growth of HHAD’s affordable housing...  ...to senior leadership, Investment Committee, external development...  ...analysts, appraisers, auditors, clients, and other external deal participants...  ...with a team to provide solutions where needed* Ability to... 
    Work at office
    Local area
    Flexible hours

    Harmony Housing Affordable Development Inc.

    Raleigh, NC
    2 days ago
  •  ...specialize in leveraging advanced technologies such as AI, cloud, and data-led innovation to help our clients accelerate growth and unlock business value. Our AI-driven solutions empower financial institutions to make smarter decisions, enhance customer experiences, and... 
    Full time
    Temporary work
    Relocation

    Infosys Technologies

    Raleigh, NC
    6 days ago
  •  ...than a century, we have been delivering solutions for some of the largest, most complex infrastructure...  ...across the country. With our historic growth, it is an exciting time to join our team...  ...assigned. This position will serve the client in Western North Carolina. What You’ll Do... 
    Full time
    Part time

    HNTB

    Raleigh, NC
    2 days ago
  •  ...around the world who work with clients to optimize their business,...  ...team of quantitative analytics specialists. We bring sophisticated...  ...offers excellent career and growth opportunities for highly motivated...  ...and features of the developed solutions in client-ready formats... 
    Permanent employment
    Summer work
    Internship
    Work at office
    Flexible hours

    Marsh McLennan

    Raleigh, NC
    3 days ago
  • $100k - $150k

     ...experiences come together to create new solutions We understand that embracing our differences...  ...a growing environment, while providing clients with exceptional services. This...  ...with opportunities for advancement and growth. Work you'll be responsible for: Responsible... 
    Work at office
    Local area

    EisnerAmper

    Raleigh, NC
    1 day ago
  •  ...unmatched private jet charter, clients who fly with us receive a...  ...find that here. Such growth in a logistically complex, capital...  ...work with durable automated solutions. What "AI-first" means in...  ...Planning & Analysis (FP&A), investment banking, consulting, or... 
    Work experience placement
    Work at office
    Immediate start
    Monday to Friday

    Exclusive Jets LLC

    Raleigh, NC
    4 days ago
  •  ...Litigation Attorney / Attorney-Salesperson to handle professional license defense and administrative law cases. Your focus will be client acquisition and retention, as well as case preparation for non-litigation processes. Some experience is a plus, but passion and drive... 

    North State Law

    Raleigh, NC
    3 days ago
  • $128k - $252.5k

     ...advising life insurance and annuity clients on actuarial modernization,...  ...client needs and inform solution designRedesign and modernize...  ..., as well as through our own investments, commitments, and actions across...  ...Job ID 355449 Strategy, Growth, and Transformation |... 
    Local area
    Visa sponsorship

    Deloitte

    Raleigh, NC
    3 days ago
  • $148.2k - $292.3k

     ...analytical experience to help clients evaluate business issues,...  ...including analysis of return on investment for medical management initiatives...  ...creative, industry-specific solutions that streamline operations...  ...Job ID 361258 Strategy, Growth, and Transformation | Actuarial... 
    Local area
    Visa sponsorship

    Deloitte

    Raleigh, NC
    2 days ago
  • $116.2k - $229.1k

     ...• Collaborating with actuarial, investments, underwriting, claims, and other client stakeholders to assess current-state...  ...and design scalable future-state solutions • Supporting the implementation...  ...0 Job ID 361360 Strategy, Growth, and Transformation | Functional... 
    Local area
    Visa sponsorship

    Deloitte

    Raleigh, NC
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Specialist: Client Solutions & Growth. Be the first to apply!