CPA to Financial Advisor

About Us: 

Capital City Financial Partners is a boutique 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 premier 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 for how we interact with each other and our clients. It describes our unwavering commitment to providing an exceptional experience and creating confidence in our clients’ financial futures. Our employees and clients are our People, who are at the heart of all we do. We are looking for the perfect addition to our team in Columbia, SC- is this you? 

Job Description:  

Are you a CPA, who enjoys working with people as much as you do working with numbers? Have you ever wanted to move out of the traditional accounting landscape and into a more strategic, relationship driven role, where your expertise directly shapes lives, not just returns? Our Business Development Financial Advisor role may be exactly what you’re looking for- it’s designed for professionals with strong technical foundations, like CPAs, who want to leverage their knowledge in a more dynamic, people-facing environment that allows you to look forward and tax plan, not just tax prepare.

The primary purpose of this position is to provide our prospective & current clients with an exemplary experience through exceptional service and top-tier industry knowledge. Our Business Development Financial Advisors, serving as the external face of the firm, build strong relationships and establish trust with prospective clients. Through meaningful conversation, this role uncovers desires, needs, worries, and goals of prospective clients. Business Development Financial Advisors then collaborate with Lead Financial Advisors & the Financial Planning Team to develop & implement customized financial strategies that exceed client expectations. By converting prospective clients into clients, Business Development Financial Advisors are critical to ensuring the firm can execute its mission.

Typical responsibilities include   

• Convert prospective clients, sourced by the Marketing Department, into clients 
• Uncover & fully understand the desires and needs of prospective clients through intentional conversations
• Follow the established 5-step sales process to ensure a consistent, exemplary experience is provided
• Expand, manage, and retain strong prospective and client relationships
• Assist in the design of each customized financial strategy
• Transition clients to Lead Financial Advisor for the implementation of financial strategy

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
• CPA license
• Series 65 license, SC Life and Health Insurance License, and/or Series 6/7 welcomed
• Superior organizational, interpersonal, & time management skills 
• You want to use your expertise to advise, educate, and create tangible impacts outside of the traditional accounting landscape
• 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
• People-oriented; relationship-focused
• Honest & trustworthy
• Positive, outgoing, engaging
• Great listener & empathetic
• Humbly Confident
• Passion for service
• Professional
• Knowledgeable
• Critical thinker
• Persistent & dependable
• Team player
• Process-oriented

Compensation includes 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 $100,000- $180,000. 

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