Financial Services Development Associate

Overview

• This program will start on January 2, 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 :

Responsibilities

The essential functions of the job include the following :

Qualifications

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.

Preferred Area of Experience : Financial services sales, telephone sales

Preferred Education :   Bachelor's Degree obtained within last 2 years

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.

Company Description :

Founded in 1898 and headquartered in Raleigh, N.C., First Citizens Bank serves customers in 18 states and the District of Columbia. For over 100 years, customers have trusted First Citizens with their money … and their futures. Today, First Citizens is the largest family-controlled bank in the nation and the sixth-largest bank franchise headquartered in the Southeast with more than $30 billion in assets. We employ more than 6,000 associates who are focused on helping our customers achieve a lifetime of success. First Citizens operates more than 570 branches in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Kansas, Maryland, New Mexico, Missouri, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington and West Virginia.

First Citizens Bank. Forever First®. Member FDIC.

Equal Opportunity / Affirmative Action Employer / Minority / Female / Disability / Veteran

If you need special assistance or an accommodation in applying for employment at First Citizens Bank, please contact our Human Resources department.