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Financial Advisor - Walton County

Company: Capital City Bank Group
Location: Santa Rosa Beach
Posted on: June 25, 2022

Job Description:

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


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:

The following KSAs are usually acquired through post high school education with specialized business training course(s) and two to five years related experience:

* 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.

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

Keywords: Capital City Bank Group, Mobile , Financial Advisor - Walton County, Accounting, Auditing , Santa Rosa Beach, Alabama

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