Financial Advisor | Tallahassee, FL

Capital City Bank
Tallahassee, FL
Category Finance
Job Description
Financial Advisor delivers personalized investment solutions to clients, providing specialist advice on managing money via investment and insurance products. Must have professional qualifications, follow financial industry rules, and provide unbiased advice.

Requirements

  • FINRA licenses Series 7 and 66
  • Insurance licenses
  • Associate or Bachelor’s degree in business or finance from an accredited college
  • 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

Benefits

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