Wealth Advisor: Client-Focused Investment Guidance

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

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.