Financial Advisor - Macon
On-site · Macon, Georgia, United States
Job Summary
Financial Advisors at Capital City Investments provide personalized investment solutions to clients, guiding them in managing their money through investment and insurance products. They must secure sales, develop strategies with the Sales Manager, and establish referral sources. Advisors will meet with clients in various locations, conduct comprehensive reviews of their financial situations, and recommend suitable investment options while analyzing risks. Candidates must possess FINRA Series 7 and 66 licenses, along with required insurance licenses, and an Associate or Bachelor’s degree in business or finance.
Required Qualifications
- FINRA licenses Series 7 and 66
- Insurance licenses
- Associate or Bachelor’s degree in business or finance from an accredited college
Desired Qualifications
- 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 Bank's Motor Vehicle Guidelines
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