Financial Advisor | Open-Architecture Wealth Solutions

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

Job summary

Capital City Bank is seeking a Financial Advisor partnered with LPL Financial in Spring Hill, FL. In this role you’ll service an existing book, build a client base via the bank’s referral network, and grow your advisory business using LPL’s open architecture platform and resources.

You’ll operate with support to deliver client solutions, access thousands of investment products, and pursue growth with a trusted bank community. Series 7/66 and insurance licenses are required.

Qualifications

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

Responsibilities

• The ability to service an existing book of business upon hire.
• The ability to build a strong client base with the Bank's exceptional referral system.
• The opportunity to grow your business with LPL's combination of tools, technology, and support.
• The opportunity to capitalize on the bank's reputation and community standing.

Skills

Investment sales experience

Job description

Capital City Bank is seeking a Financial Advisor partnered with LPL Financial in Spring Hill, FL. In this role you’ll service an existing book, build a client base via the bank’s referral network, and grow your advisory business using LPL’s open architecture platform and resources.

You’ll operate with support to deliver client solutions, access thousands of investment products, and pursue growth with a trusted bank community. Series 7/66 and insurance licenses are required.