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Capital City Bank Group, Inc. · 3 months ago

Financial Advisor - Tallahassee

Tallahassee, FL

Full-time

Onsite

Entry, Mid Level

2+ years exp

Capital City Bank Group, Inc. is a financial institution that provides personalized investment solutions to help clients achieve their long-term financial goals. The Financial Advisor role involves delivering specialist advice on investment and insurance products, conducting in-depth financial reviews, and developing sales strategies to secure new business.

BankingFinancial Services

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

Provides additional support to manager and department colleagues

Qualification

FINRA licenses Series 7Insurance licensesWordExcelDemonstrable sales skillsDecision-making skillsListening skillsInfluencing skillsTarget-driven mindsetFlexible approach to workHigh degree of personal integrityCommunication skillsInterpersonal skillsNegotiating skills