16 часов назад
Financial Advisor - Capital City Bank
50 000 - 120 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor - Capital City Bank (Investment Sales): Serving bank clients through a complete menu of financial services while managing an existing book of business and developing new client relationships with an accent on investment products, insurance solutions, and community-based referrals. Focus on building client solutions through an open-architecture platform, expanding the client base, and supporting financial goals across different life stages.
Location: Spring Hill, Florida, United States
Pay range: $50,000–$120,000 per year, plus eligible sales incentive compensation.
Company
partners with banks to provide investment and financial services through bank-based advisor programs; employment for this role is with Capital City Bank.
What you will do
- Serve Capital City Bank clients with financial planning and investment solutions.
- Service an existing book of business upon hire.
- Build and expand a client base through the bank’s referral system and client network.
- Develop client solutions using an open-architecture platform without proprietary product restrictions.
- Leverage technology, tools, customized services, and firm-wide resources.
- Support clients and families with financial goals throughout different stages of life.
Requirements
- Series 7 and Series 66 licenses required; Series 63/65 accepted as applicable.
- Insurance license required.
- Three or more years of investment sales experience required.
- Ability to serve clients and develop relationships through a bank-based investment program.
Culture & Benefits
- Access to proprietary technology and customized advisory services.
- Open architecture with thousands of investment products from third-party sponsors.
- Resources and expertise to create solutions tailored to client goals.
- Existing bank relationships, significant deposit-base territories, and community standing to support business growth.
- Employment is with Capital City Bank, while holds the required securities and insurance licenses in accordance with regulatory requirements.
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