Job Details

divh2Financial Advisor | West Point, GA/h2pJob Category: Investments Requisition Number: FINAN003353/ppPosted: May 4, 2026/ppFull-Time/ppWest Point Office 410 W 10th St West Point, GA 31833, USA/ph2Job Details/h2h3Description/h3pstrongFinancial Advisor - Capital City Bank - More than your bank. Your banker./strong/ppstrongHours/strong/ppMonday - Friday 40 Hours/ppstrongGeneral Summary/strong/ppFinancial Advisors with Capital City Investments (CCI) deliver personalized investment solutions to help clients work toward their long term financial goals. They provide clients with specialist advice on how to manage their money via investment and insurance products based on clients needs and investment tolerance through LPL Financial, a registered Broker/Dealer, member FINRA and SIPC./ppAdvisors must have the proper professional qualifications and follow strict financial industry rules, and provide client with unbiased financial investment advice. This position requires the associate to drive on behalf of the Bank and the associate must adhere to Banks Motor Vehicle Guidelines. May require increased minimum limits and therefore an increase in premiums./ppAll 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./ppstrongPrincipal Duties and Responsibilities/strong/pulliSecuring a sale/liliWorks directly with Sales Manager to develop sales strategies and activities with the expectation of exceeding production sales goals./liliDevelop 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./liliMust 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./liliConduct in-depth reviews of client financial circumstances, current provision and future aims. Analyze data and recommend investment options and advise of potential risks./liliConducts 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./liliCross refer Bank products and use financial planning tools./liliAttend 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./li/ulpEmployer determines the essential functions of the job./ppAll associates must understand and adhere to the non-negotiable Banker Standards and commit to practicing SGNNT (smile, greet, name, name, thank you) at all times. Associates will consistently follow policies and procedures as established by Capital City Bank, Capital City Wealth, and Capital City Home Loans, with department managers setting the standard./ppstrongAssociated Duties/strong/pulliProvides additional support to manager and department colleagues./liliCompletes all assigned/required Bank training within established timelines./li/ulpstrongKnowledge, Skills and Abilities (KSAs) Required/strong/ppThe following KSAs are usually acquired through post high school education with specialized business training course(s) and two to five years related experience:/pulliProficiency in Word and Excel./liliExcellent communication, interpersonal and listening skills./liliAbility to network and establish relationships with clients and referral sources./liliNegotiating and influencing skills, as well as determination and tenacity./liliA target-driven mindset./liliFlexible approach to work./liliDecision-making skills./liliDemonstrable sales skills./liliHigh degree of personal integrity, discretion, and an ethical and professional approach to work./liliMust adhere to Banks Motor Vehicle Guidelines./li/ulpstrongProfessional Licenses/Education/strong/ppFINRA licenses Series 7 and 66 are required to sell regulated investment products. Insurance licenses are also required. Associate or Bachelors degree in business or finance from an accredited college required. Relevant experience may substitute for the education./ppstrongWorking Conditions/strong/pulliProfessional atmosphere./liliOffice environment with frequent travel to assigned offices or client meetings./liliDriving as required by position./liliIn 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./li/ulpstrongCapital City Bank associates are our greatest asset. We offer the following benefits/strong/pulliMedical, Dental and Vision/liliLife Insurance/lili401(k) with Matching/liliFlexible Spending Accounts/liliTuition Assistance/liliStock Purchase/liliDiscounts on Products and Services/li/ulpstrongEOE/Protected Veterans/Disabled/Drug Free/strong The above declarations are not intended to be an all-inclusive list of the duties and responsibilities of the job described nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job./ppstrongTHIS JOB DESCRIPTION DOES NOT CONSTITUTE AN EMPLOYMENT AGREEMENT./strong 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./ph2Qualifications/h2h3Experience/h3h4strongRequired/strong/h4pPlease indicate work experience when applying./ppEqual Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor./p/div