About Us:

Capital City Financial Partners is a small financial planning firm headquartered in South Carolina. Specializing in retirement strategy, we’ve set out on a mission to bring confidence to our clients’ retirement by adding value and eliminating stressors, cultivating joy & comfort for their financial futures. Not only do we strive to be the premiere middle market advisory firm of the Carolinas, focused on pre and post retirees, but we are committed to serving our community with integrity, excellence, and compassion. Our unique, specialized team approach to the financial planning process has yielded a track record of success, enabling us to help thousands of families and expand our work through opening four offices.

Our primary values are Purpose, Professionalism, Positivity, and People. Purpose comes from understanding the outsized impact we can have on others’ lives. We believe our work is a calling v.s. a job. Professionalism defines each employee’s constant drive to improve themselves and develop new skills. Positivity is the standard on how we interact with each other and our clients. It describes our unwavering commitment to not only provide an exceptional experience, but to create confidence in our clients’ financial futures. Our employees and our clients are our People, who are at the heart of all we do. We are looking for the perfect addition to our team in Greenville, SC- is this you?

Job Description:

As a Financial Advisor, you will serve as a driving force in the company. Meeting one-on-one with appointments generated from the Marketing Department, you will spearhead the implementation of our Capital Confidence Plan process. Through meaningful conversation, you will uncover prospect wants and needs while building relationships and establishing trust. Financial Advisors are then assisted by our Lead Advisors and Financial Planning Manager, who create and implement the financial plan based off each prospect’s current income, investment, tax, healthcare, and giving plan. By converting prospects to clients and creating confidence in the company’s ability to serve them, you’ll have a significant impact on the firm’s generation of business.

Typical responsibilities include:

Converting prospects, sourced by the Marketing Department, into clients
Uncovering and understanding wants and needs of prospect through conversation
Follow the established 5-step sales process
Expand, manage, and retain strong prospect and client relationships
Transition client to Lead Advisor for implementation of financial plan
Exceed individual and team goals
Better the company and community

You are perfect for this role if you have:

An unwavering commitment to serve others
A belief that this is more than just a paycheck; that the work you do is purposeful
Bachelor’s degree (Business, Finance, Economics, or related major preferred)
3+ years of experience in the financial industry, advising experience preferred
Sales experience preferred, in any industry
Life and Health Insurance License; Series 65 and/or 7 License
Superior organizational, interpersonal & management skills
Excellent relationship building skills
Excellent communication skills, both verbal and written
Strong mathematical and analytical skills
Proficient with MS Office Suite (Outlook, Excel, Word & PowerPoint)
Experience with Redtail/CRM preferred

Traits we’re looking for:

Strong initiative
Honest & trustworthy
Knowledgeable
Adaptable
Great listener & empathetic
Passion to help others
Personable, warm, outgoing
Rapport Building
Humble confidence
Optimistic
Critical thinker
Persistence
Team player

Compensation will be made up of a competitive salary with benefits (insurance, 401k with match, disability, paid volunteer time, profit sharing) and covered advisor fees (state registration fees, technology, E&O).

The starting base salary for this role will be $60,000-$85,000 (OTE $100,000- $150,000).

Please contact Jadyn McDonough at Jadyn@CapitalCityFP.com with any questions or interest. We can't wait to meet you!

Capital City Financial Partners

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