Financial Advisor - Gainesville
On-site · Gainesville, Florida, United States
Job Summary
Financial Advisors at Capital City Investments deliver personalized investment solutions, manage client portfolios, and provide unbiased financial advice. This role involves collaborating with clients to develop sales strategies, conducting financial reviews, and securing sales of investment products. Proficiency in MS Word and Excel, strong interpersonal skills, and the ability to build networks are essential. Candidates must hold necessary FINRA licenses, have relevant education, and comply with industry regulations.
Required Qualifications
- 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
- Determination and tenacity
- 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
Additional Requirements
- Must adhere to the Bank's Motor Vehicle Guidelines
- Adhere to the non-negotiable Banker Standards
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