Financial Advisor: Open-Architecture Investment Solutions

Talanto; Spring Hill (FL); On-site; USD 50,000 - 120,000; Full time

Benefits offered by this job

Sales incentive compensation

Job summary

Capital City Bank in Springhill, FL is seeking a Financial Advisor to manage an existing book of business and build a strong client base with the bank’s referral system. You will deliver client solutions without proprietary products while leveraging LPL’s tools and support.

The role emphasizes investment sales experience, required licenses (Series 7/66 and insurance), and the opportunity to grow within the bank’s investment program.

Qualifications

• Three or more years of investment sales experience.
• Series 7 and 66 (63/65) required.
• Insurance license required.

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base with the bank’s referral system.
• Create client solutions without proprietary products.
• Grow your business with the bank’s tools, technology, and support.

Skills

Investment sales

Series 7/66 license

Insurance license

Job description

Capital City Bank in Springhill, FL is seeking a Financial Advisor to manage an existing book of business and build a strong client base with the bank’s referral system. You will deliver client solutions without proprietary products while leveraging LPL’s tools and support.

The role emphasizes investment sales experience, required licenses (Series 7/66 and insurance), and the opportunity to grow within the bank’s investment program.