Financial Services Development Associate

First Citizens Bank • Charlotte, NC

6h

About The Position

This program will start on June 18, 2026.
Looking for an opportunity to work face to face with branch clients expanding banking relationships and uncovering additional sales opportunities?
First Citizens Bank offers an exciting opportunity to begin your financial services career through our licensed sales development program. The journey begins with a customized study program to obtain investment and insurance licenses including the Securities Industry Essentials [SIE], Series 6, 63 and state-specific life insurance. Once complete, you'll then learn core banking principles and consultative selling skills necessary to be successful in this industry. This 6-month program is fast-paced and interactive providing opportunities to apply what you've learned in a safe, supportive environment. Upon successful graduation of the FSDA program, you will be placed locally in a branch licensed role helping First Citizens clients with their banking and overall financial needs. At First Citizens, we're committed to your professional growth and provide dedicated coaches to help our licensed teammates achieve their full potential.
What it takes to be successful:
Motivation to accomplish goals
Passionate about building and nurturing relationships with clients
Communicates clearly and confidently
Works well in a collaborative environment
Ability to manage complexity and prioritize tasks in a fast-paced environment
Strong critical thinking and problem-solving skills
The first 2.5 months of this program will take place in Raleigh, NC. Associates will be provided temporary housing, by the bank, during this timeframe. The remaining 3.5 months will be spent working and training in your branch location.

Requirements

• Bachelor's Degree and 0 years of experience OR High School Diploma/GED and 4 years of experience in sales, customer service, or lending
• License Requirement: Your continued employment in the Financial Services Development Program is contingent upon you participating in the next available Licensed Platform Associate “LPA” track and having or acquiring all state and federal licenses and registrations necessary for you to carry out your assigned responsibilities within 6 months of beginning the LPA track. The licensing and registration milestones must be achieved as follows:
• Securities Industries Essentials (SIE) and Series 6 licenses obtained within 3 months of beginning the LPA track.
• Series 63 and Life Insurance licenses obtained within 5 months of beginning the LPA track.
• SAFE Act registration required within 6 months of beginning the LPA track.

Nice To Haves

• Preferred Area of Experience: Financial services sales, telephone sales
• Preferred Education: Bachelor's Degree obtained within last 2 years

Responsibilities

• Training - Attend all classroom training and complete required training elements by established deadlines. Demonstrate ability to apply knowledge through classroom exercises and on the job training. Earn required licenses within expected timeframe.
• Sales - Apply specific classroom instruction behaviors to customer interactions through a job shadow experience. Demonstrate proficiency through customer interaction by achieving results on relative to the specific metrics and goals assigned. Engage with customers, prospects, and referral sources through proactive outreach.
• Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.

Benefits

• Benefits 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. More information can be found at https://jobs.firstcitizens.com/benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees