Financial Advisor: Build Client Wealth & Investments

Capital City Bank Group, Inc.; West Point (GA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental and Vision coverage

Life Insurance

401(k) with Matching

Tuition Assistance

Stock Purchase

Job summary

Capital City Bank Group, Inc. is seeking a Financial Advisor to deliver personalized investment solutions. This role requires securing sales, developing strategies, and conducting in-depth client financial reviews. Candidates should possess strong communication skills and the necessary FINRA licenses, along with an associate or bachelor’s degree in business or finance.

Additional benefits include medical coverage, 401(k) matching, and tuition assistance, ensuring a professional atmosphere with opportunities for growth.

Qualifications

• 2 to 5 years of related experience in financial advising.
• Ability to advise clients on investment and insurance products.
• Experience in conducting risk analyses.

Responsibilities

• Secure sales by developing strategies with the Sales Manager.
• Meet clients in-person based on availability.
• Recommend investment options and advise on potential risks.
• Conduct in-depth reviews of clients' financial circumstances.

Skills

Proficiency in Word and Excel

Excellent communication skills

Ability to network

Negotiating and influencing skills

Target-driven mindset

Decision-making skills

Demonstrable sales skills

Personal integrity and discretion

Education

Associate or bachelor’s degree in business or finance

FINRA licenses Series 7 and 66

Insurance licenses

Tools

Investment products knowledge

Financial planning tools

Job description

Capital City Bank Group, Inc. is seeking a Financial Advisor to deliver personalized investment solutions. This role requires securing sales, developing strategies, and conducting in-depth client financial reviews. Candidates should possess strong communication skills and the necessary FINRA licenses, along with an associate or bachelor’s degree in business or finance.

Additional benefits include medical coverage, 401(k) matching, and tuition assistance, ensuring a professional atmosphere with opportunities for growth.