Financial Advisor – Bank

Financial Advisor – Capital City Bank

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Capital City Bank in Spring Hill, FL would allow you to join the Investment Program at Capital City Bank as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial.

The Investment Program at Capital City Bank supports the local community with a comprehensive range of financial services. You will join a team dedicated to helping clients at every stage of their financial life.

• The ability to build a strong client base with the Bank’s exceptional referral system
• Several branch territories with a significant deposit base, including current clients who need an advisor to support their financial goals
• The opportunity to find new clients via the bank’s existing client base
• The opportunity to create client solutions without proprietary products
• The ability to grow your business with LPL’s tools, technology, and support
• The benefit of LPL’s experience in helping financial institutions grow and maximize their investment programs
• The opportunity to capitalize on the bank’s reputation and community standing
• Access to our proprietary technology and a suite of customized services
• An open architecture platform with access to thousands of investment products from leading third‑party sponsors
• Resources and expertise across the firm to help you create client solutions
• The freedom to create solutions specific to your client’s goals

• Series 7 and 66 (or 63/65) required
• Insurance license required
• Three or more years of investment sales experience

$50,000 - $80,000. This position is also eligible to earn sales incentive compensation.