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16 часов назад

Financial Advisor - Capital City Bank

50 000 - 120 000$
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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

hirify.global 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 hirify.global 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 hirify.global holds the required securities and insurance licenses in accordance with regulatory requirements.

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