Financial Advisor - Gainesville

Capital City Bank Group • Gainesville, FL

106d • Remote

About The Position

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.

Requirements

• 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.

Nice To Haves

• 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.

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.
• Must be available to meet with clients and/or potential clients in person, in/out the office.
• 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.
• Cross refer bank products and use financial planning tools.
• Attend Sales meetings to discuss products being offered as well as industry updates, tax implications and industry compliance matters.
• Provide additional support to manager and department colleagues.

Benefits

• Medical, Dental and Vision
• Life Insurance
• 401(k) with Matching
• Flexible Spending Accounts
• Tuition Assistance
• Stock Purchase
• Discounts on Products and Services

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Management of Companies and Enterprises
• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees