Financial Advisor Gainesville

American Accounting Association; Gainesville (FL); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Medical, Dental and Vision

Life Insurance

401(k) with Matching

Flexible Spending Accounts

Tuition Assistance

Stock Purchase

Discounts on Products and Services

Job summary

Capital City Bank is seeking a Financial Advisor in Gainesville, FL to deliver personalized investment solutions and unbiased financial guidance. You will work with clients to assess needs, recommend products, and build relationships.

Travel to client meetings and collaboration with sales management are required. The role requires FINRA licenses (Series 7 and 66) and insurance licenses, plus a bachelor's degree in business or finance.

Qualifications

• Requires FINRA licenses Series 7 and 66 and insurance licenses.
• Bachelor's or Associate degree in business or finance required; relevant experience may substitute.

Responsibilities

• Secure a sale and develop sales strategies to exceed goals.
• Meet with clients in person or remotely; flexible scheduling including early mornings or evenings.
• Analyze clients' financial circumstances and recommend investment options.

Skills

Word

Excel

Excellent communication

Networking

Negotiating

Sales skills

Integrity and discretion

Motor Vehicle Guidelines adherence

Education

Bachelor's degree in business or finance

FINRA Series 7 license

FINRA Series 66 license

Insurance licenses

Tools

Financial planning tools

Job description

Financial Advisor Gainesville

Employer: Capital City Bank
Location: Gainesville, Florida
Salary: Competitive
Closing date: Sep 14, 2026

Focus Area: Budgeting & Resource Allocation, Taxation
Role Type: Advisor
Role Level: Staff
Education Level: Bachelor's Degree
Work Mode: On Site
Employment Type: Full Time
Organization Type: Corporate

Job Details

Financial Advisor

Financial Advisors with Capital City Investments (CCI) deliver personalized investment solutions to help clients work toward their long term financial goals. They provide clients with specialist advice on how to manage their money via investment and insurance products based on clients' needs and investment tolerance through LPL Financial, a registered Broker/Dealer, member FINRA and SIPC.

Advisors must have the proper professional qualifications and follow strict financial industry rules, and provide client with unbiased financial investment advice.

This position requires the associate to drive on behalf of the Bank and the associate must adhere to Bank's Motor Vehicle Guidelines.

All associates at Capital City Bank have access to confidential client information, and must practice discretion at all times.

Principal Duties And Responsibilities

• Securing a sale.
• Works directly with Sales Manager to develop sales strategies and activities with the expectation of exceeding production sales goals.
• Develop outside the bank referral sources with existing clients, CPAs, attorneys, bank associates and other related sources of investment business. This often requires outside business development calls.
• Must be available to meet with clients and/or potential clients in person, in/out the office. Requires early morning and/or late evening meetings with clients, based on their availability. Meet with client in the office, business premises, or home.
• Conduct in-depth reviews of client' financial circumstances, current provision and future aims. Analyze data and recommend investment options and advise of potential risks.
• Conducts risks analysis; researches the marketplace and recommends the appropriate products and services, ensuring clients are aware of and understand products that best meet their needs, and then securing a sale.
• Cross refer bank products and use financial planning tools.
• Attend Sales meetings, as determined by Sales Manager, to discuss products being offered as well as industry updates, tax implications and industry compliance matters. Additionally, new sales techniques will be introduced at these meetings for future implementation.
• All associates must understand and adhere to the non-negotiable Banker Standards and commit to practicing SGNNT at all times. Associates will consistently follow policies and procedures as established by Capital City Bank, with department managers setting the standard.

Associated Duties

• Provides additional support to manager and department colleagues.

Knowledge, Skills And Abilities (KSAs) Required

• Proficiency in Word and Excel.
• Excellent communication, interpersonal and listening skills.
• Ability to network and establish relationships with clients and referral sources.
• Negotiating and influencing skills, as well as determination and tenacity.
• A target-driven mindset.
• Flexible approach to work.
• Decision-making skills.
• Demonstrable sales skills.
• High degree of personal integrity, discretion, and an ethical and professional approach to work.
• Must adhere to Bank's Motor Vehicle Guidelines.

Professional Licenses/Education

• FINRA licenses Series 7 and 66 are required to sell regulated investment products. Insurance licenses are also required.
• Associate or Bachelor's degree in business or finance from an accredited college required. Relevant experience may substitute for the education.

Working Conditions

• Professional atmosphere.
• Office environment with frequent travel to assigned offices.
• Driving as required by position.

In the rare instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate or telecommute before, during or after, to ensure business continuity.

Benefits

• Medical, Dental and Vision
• Life Insurance
• 401(k) with Matching
• Flexible Spending Accounts
• Tuition Assistance
• Stock Purchase
• Discounts on Products and Services

EOE/Protected Veterans/Disabled/Drug Free