Financial Advisor West Point, GA

American Accounting Association; West Point (GA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Medical, Dental and Vision insurance

Life Insurance

401(k) with Matching

Flexible Spending Accounts

Tuition Assistance

Stock Purchase Plan

Discounts on products and services

Job summary

Capital City Bank is seeking a Financial Advisor in West Point, GA to provide personalized investment solutions and unbiased financial guidance. You will work with clients to assess needs, develop plans, and recommend suitable products, while maintaining regulatory compliance and strong client relationships.

This on-site, full-time role requires FINRA licenses and a finance degree, with opportunities to grow within Capital City Wealth and related units. Travel to client meetings may be required.

Qualifications

• FINRA licenses required to sell regulated investment products.
• Insurance licenses required; Bachelor's or Associate degree in business or finance.
• Strong communication, sales, and professional ethics mandatory.

Responsibilities

• Securing a sale and meeting sales goals.
• Develop referral sources outside the Bank with clients and professionals.
• Meet with clients in person or remotely and manage financial reviews.
• Perform risk analyses and recommend investment options.
• Cross-reference Bank products and use financial planning tools.
• Attend Sales meetings and stay updated on industry changes and compliance.

Skills

Networking

Communication

Sales skills

Negotiation

Decision making

Professional integrity

Time management

Discretion

Flexibility

Education

FINRA Series 7 license

FINRA Series 66 license

Insurance licenses

Bachelor's degree in business or finance

Associate degree in business or finance

Tools

Microsoft Word

Microsoft Excel

Job description

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Financial Advisor West Point, GA

Employer Capital City Bank; Location West Point, Georgia; 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

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. May require increased minimum limits and therefore an increase in premiums.

All associates at Capital City Bank, Capital City Wealth, and Capital City Home Loans 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 referral sources outside the Bank 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 clients 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.

Associated Duties

• Provides additional support to manager and department colleagues.
• Completes all assigned/required Bank training within established timelines.

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 or client meetings.
• 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.

Capital City Bank associates are our greatest asset. We offer the following 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