Financial Advisor – Capital City Bank
$50,000–$75,000 year
On-site · Gainesville, Florida, United States
Job Summary
Financial Advisor with Capital City Bank in Gainesville, FL, partnering with LPL Financial to offer a broad menu of investment services. Join a team dedicated to helping clients throughout their financial life, leveraging the bank’s client base and referral system to build a strong book of business. Responsibilities include growing client relationships, delivering client solutions using a broad open-architecture suite of investment products, and working with support from LPL to help clients achieve their financial goals. Requires Series 7 and 66, an insurance license, and 3+ years of investment sales experience. Salary range $50,000-$75,000 with potential sales incentives. Employment is with Capital City Bank with licensing held through LPL Financial; location: Gainesville, FL.
Required Qualifications
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
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