[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All First Citizens Bank (NC) jobs](https://jobs.opennash.com/companies/first-citizens-bank-nc/) · [Search jobs](/search/) First Citizens Bank (NC) · Raleigh, North Carolina # Investment Retention Specialist Raleigh, North Carolina Full-time Finance & Accounting Listed on First Citizens Bank (NC)’s official careers site. Posted October 7, 2026. Check that it is still open and apply there. [Apply on First Citizens Bank (NC)’s careers site →](https://external-firstcitizens.icims.com/jobs/34615/login) [OpenNash Jobs](https://jobs.opennash.com/) / [First Citizens Bank (NC)](https://jobs.opennash.com/companies/first-citizens-bank-nc/) / Investment Retention Specialist ## Job description ### Overview Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve. The retention specialist is responsible for managing a preassigned book of existing relationships and looking for ways to grow and retain the client base. This position is responsible for developing an understanding of every client or prospect's financial situation and making introductions to senior specialists and partners where suitable. The team works with Mass Affluent clients that have an existing investment relationship with First Citizens Investor Services (FCIS). Partners with internal lines of business to increase new business while serving clients’ financial goals and needs. Series 6, 63 life and health required. ### Responsibilities & Qualifications Duties & Responsibilities: Sales - Promotes investment and securities products through sales outreach and calling efforts to mass affluent clients or prospects. Consults with clients and prospects to determine their financial needs. Provides a solution from the Bank’s offered products, or refers them to banking partners as appropriate. ### Client Service - Facilitates client retention and satisfaction by ensuring timely processing of client requests, workflow, and communication. Provides periodic reviews for clients and answers inquiries regarding their investments. ### Risk Management - Ensures compliance throughout activities with all applicable regulations, policies, and procedures. ### Relationship Development - Establishes a rapport with clients to identify financial needs and leverage sales opportunities. Serves as a relationship management point of contact for clients calling in. Build rapport with internal centers of influence to source new client opportunities. ### Position Specific Skills Knowledge of investment and financial markets Business Development Builds Productive Relationships Communication (Written and Verbal) ### Con sultative Selling Customer Relations Qualifications Bachelor's Degree and 1 years of experience in Registered Securities Representative OR High School Diploma or GED and 5 years of experience in Registered Securities Representative Preferred Area of Experience: Client Service experience. ### License or Certification Type Possess state-specific life and health insurance licenses, Possess valid Series 7, 63, 65 or 66 licenses PreferredSkill(s): Knowledge of investment and financial markets Additional Information 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](https://jobs.firstcitizens.com/benefits). ## At a glance - Posted by the employer: Oct 7, 2026 - First seen by OpenNash: Jul 10, 2026 - Last checked: Oct 17, 2026 - Listed for: 99 days - Location: Raleigh, North Carolina - Employment type: Full-time[Apply on First Citizens Bank (NC)’s careers site →](https://external-firstcitizens.icims.com/jobs/34615/login) ## More jobs at First Citizens Bank (NC) ### [2027 Summer Intern - Accounting Business Systems Analyst (Raleigh, NC)](https://jobs.opennash.com/companies/first-citizens-bank-nc/jobs/0d6b7c40666499311963/) Raleigh, North Carolina ### [2027 Summer Intern - Audit (Raleigh, NC)](https://jobs.opennash.com/companies/first-citizens-bank-nc/jobs/e307f9b890950423e669/) Raleigh, North Carolina ### [2027 Summer Intern - Commercial Bank Credit (Raleigh, NC)](https://jobs.opennash.com/companies/first-citizens-bank-nc/jobs/37f3ed65e095f14c48e7/) Raleigh, North Carolina ### [2027 Summer Intern - Corporate Finance (Raleigh, NC)](https://jobs.opennash.com/companies/first-citizens-bank-nc/jobs/dc75ddae91a8b4b4eaf6/) Raleigh, North Carolina ### [2027 Summer Intern - Treasury Management Services Analyst (Raleigh, NC)](https://jobs.opennash.com/companies/first-citizens-bank-nc/jobs/9059bc14a780a11d94ec/) Raleigh, North Carolina ## Similar jobs at other companies ### [Registered Nurse- $10K Retention Bonus](https://jobs.opennash.com/companies/davita/jobs/c7f70106850b57f05499/) DaVita · Covington, GA ### [Clinical Coordinator $7,500 Retention Bonus](https://jobs.opennash.com/companies/davita/jobs/c7233516f153583ab0ae/) DaVita · Williamston, NC ### [2027 - Commercial & Investment Bank - Global Investment Banking Summer Associate Program](https://jobs.opennash.com/companies/jpmorganchase/jobs/748ebd92d14940d0d1d5/) JPMorganChase · New York, NY, United States ### [Investment Banking Analyst - Energy](https://jobs.opennash.com/companies/truist/jobs/c96634bef101ec5e6835/) Truist · Houston, Texas, USA ### [Manager, Service Retention & Loyalty](https://jobs.opennash.com/companies/kia/jobs/8f15d17d4dc7c00c5f39/) KIA · Irvine, California, USA OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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