Financial Advisor - Macon

Overview

Financial Advisor - Macon at Capital City Bank Group, Inc. More than your bank. Your banker.

Monday - Friday 8:00 a.m.

- 5:00 p.m.

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

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.

• Securing a sale.
• Work 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, often requiring outside business development calls.
• Meet with clients and/or potential clients in person, in/out the office; early morning and/or late evening meetings based on client availability. Meetings can be in the office, business premises, or home.
• Conduct in-depth reviews of client s financial circumstances, current provisions and future aims; analyze data and recommend investment options and advise of potential risks.
• Conduct risk analysis; research the marketplace and recommend appropriate products and services; ensure clients understand products that best meet their needs and secure a sale.
• Cross refer bank products and use financial planning tools.
• Attend Sales meetings to discuss products, industry updates, tax implications and compliance; participate in new sales techniques introduced at meetings.
• Adhere to non-negotiable Banker Standards and SGNNT policies as established by Capital City Bank.

• Provides additional support to manager and department colleagues.

The following KSAs are usually acquired through post high school education with specialized business training 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.

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.

• 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.

• 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

The above declarations are not intended to be an “all-inclusive” list of the duties and responsibilities of the job. This job description does not constitute an employment agreement. Capital City Bank may assign, reassign or eliminate duties and responsibilities at any time. This describes the current essential functions and may change as needed.

• Entry level

• Full-time

• Finance and Sales

• Banking

Related job openings and notices may appear, but they are not guaranteed to reflect current openings.