Wealth & Investment Advisor: Client Growth

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

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.