Financial Advisor | Suncoast Springhill

Principal Duties And Responsibilities

• Secures a sale
  Works directly with Sales Manager to develop sales strategies and activities with the expectation of exceeding production sales goals.
• Develop referral sources outside the Bank 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 clients 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 refers Bank products and uses financial planning tools.
• Attends 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.

Knowledge, Skills And Abilities (KSAs)

• 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.

Professional Licenses/Education

• 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.

Employer Determines The Essential Functions Of The Job

All associates at Capital City Bank, Capital City Wealth, and Capital City Home Loans have access to confidential client information and must practice discretion at all times.

Associated Duties

• Provides additional support to manager and department colleagues.
• Completes all assigned/required Bank training within established timelines.

Working Conditions

• Professional atmosphere.
• Office environment with frequent travel to assigned offices or client meetings.
• 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.

Benefits

• Medical, Dental and Vision
• Life Insurance
• 401(k) with Matching
• Flexible Spending Accounts
• Tuition Assistance
• Stock Purchase
• Discounts on Products and Services

EEO/Protected Veterans/Disabled/Drug Free

This job description does not restrict Capital City Bank, Capital City Wealth, and Capital City Home Loans from the ability to assign, reassign or eliminate duties and responsibilities of this job at any time. This job description describes the current assignment of essential functions. These functions may change at any time as the needs of the Bank or department change or for other reasons deemed appropriate.