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 Charleston, SC- is this you? 

Job Description:  

The primary purpose of this position is to provide our clients with an exemplary experience through exceptional service and top-tier industry knowledge. Our Lead Financial Advisors create and execute custom financial strategies to bring joy and comfort to our clients’ retirements. Working with our Business Development Advisors and Client Service Team, this role is critical to ensuring the firm provides the highest level of service to our target market.

Typical responsibilities include:    

• Prepare, present, and implement customized financial strategies for clients, ensuring their personal retirement goals and needs are met.
• Provide in-depth, tailored advice to clients regarding investments, insurance, healthcare, income, tax, and estate planning.
• Develop and nurture strong, life-long client relationships through intentional and insightful communications. 
• Stay up-to-date on market trends, economic conditions, regulatory changes, and industry developments to ensure our clients receive optimal financial guidance.
• Adjust financial strategies as necessary to ensure client portfolios remain aligned with goals.
• Exceed individual and team goals related to client acquisition, retention, and service to execute our mission effectively.
• Ensure all client engagements comply with industry regulations, best practices, and fiduciary & ethical standards to protect clients’ interests and maintain firm integrity.

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 
• Life and Health Insurance License, Series 6/7 OR Series 65
• CFP, ChFC, or other industry-specific designation is preferred 
• Superior organizational, interpersonal, & time 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:  

• People-oriented; relationship-focused
• Positive, outgoing, engaging
• Knowledgeable
• Patient & graceful
• Professional
• Detail oriented
• Critical thinker
• Dependable
• Strong initiative
• Team player

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 $60,000- $85,000 (OTE $100,000- $160,000). 

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