Financial Services Development Associate

*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:

* 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.

The essential functions of the job include the following:

• Proactive outreach to generate appointments for sales conversations
• Sales conversations to understand banking needs and financial goals
• Open deposit accounts and originate loans (including real estate secured loans)
• Identify referrals for wealth, mortgage and business/commercial banking

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.