Financial Advisor | Tallahassee, FL

Capital City Bank; Tennessee; On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, Dental and Vision

Life Insurance

401(k) with Matching

Tuition Assistance

Stock Purchase

Job summary

Capital City Bank seeks a Financial Advisor to deliver tailored investment solutions and help clients achieve long-term financial goals. Responsibilities include securing sales, assisting clients with investment strategies, and adhering to financial regulations. Candidates must possess excellent communication skills and relevant education.

The position includes benefits such as medical, dental, vision, and 401(k) matching.

Qualifications

• Experience with investment products and financial advising.
• Proven ability to develop client relationships and network.
• Ability to adhere to strict financial regulations.

Responsibilities

• Provide personalized investment solutions for clients.
• Develop sales strategies to exceed production goals.
• Meet with clients in various settings to analyze financial circumstances.

Skills

Proficiency in Word and Excel

Excellent communication

Interpersonal and listening skills

Negotiating and influencing skills

Demonstrable sales skills

Education

Associate or Bachelor’s degree in business or finance

FINRA licenses Series 7 and 66

Job description

Description

Financial Advisor - Capital City Bank - More than your bank. Your banker.

Hours:

Monday - Friday 8:00 a.m. - 5:00 p.m.

General Summary:

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

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities