Financial Advisor – Retirement Planning & Client Impact

Capital City Financial Partners; Columbia (SC); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Insurance

401k with match

Disability

Paid volunteer time

Profit sharing

Job summary

Capital City Financial Partners is seeking a Financial Advisor in Columbia, SC to deliver best-in-class retirement planning and customized financial strategies. You will work with the advisory team to provide comprehensive guidance on investments, insurance, taxes, and estate planning, building lasting client relationships.

The role requires 1–3+ years in financial advisory, relevant licenses, and strong communication.

Qualifications

• Bachelor’s degree required or preferred in Business/Finance/Economics or related field.
• 1-3+ years of experience in the financial industry, advising experience preferred.
• Series 65 license.
• Life and Health Insurance License; Series 6/7 preferred.
• CFP, ChFC, or other industry designation preferred.

Responsibilities

• Prepare, present, and implement customized financial strategies for clients to meet retirement goals.
• Provide tailored advice on investments, insurance, healthcare, income, tax, and estate planning.
• Develop and nurture long-term client relationships through proactive communications.
• Stay current on market trends, regulatory changes, and industry developments to guide clients.
• Adjust strategies to keep portfolios aligned with client goals.
• Support team goals in client acquisition, retention, and service while maintaining fiduciary standards.

Skills

Excellent communication

Relationship building

Analytical skills

MS Office proficiency

Team player

Education

Bachelor’s degree in Business/Finance/Economics or related

Tools

MS Office Suite (Outlook, Excel, Word, PowerPoint)

Redtail/CRM

Job description

Capital City Financial Partners is seeking a Financial Advisor in Columbia, SC to deliver best-in-class retirement planning and customized financial strategies. You will work with the advisory team to provide comprehensive guidance on investments, insurance, taxes, and estate planning, building lasting client relationships.

The role requires 1–3+ years in financial advisory, relevant licenses, and strong communication.