Financial Advisor - Walton County
Company: Capital City Bank Group
Location: Santa Rosa Beach
Posted on: June 25, 2022
Financial Advisor - Capital City Bank - More than your bank.
Monday - Friday 8:00 a.m. - 5:00 p.m.
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
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
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
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
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
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
Provides additional support to manager and department
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
* Negotiating and influencing skills, as well as determination and
* 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.
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
* 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
Capital City Bank associates are our greatest asset. We offer the
* 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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