Top 30 Financial advisor Jobs in Santa Rosa Beach Fl

Trust Administrator | Bay/Walton County
Capital City Bank —Inlet Beach, FL
- Full-time
- Office
- Finance
- Business development
- Health insurance
- Dental insurance
Financial Services Representative - State Farm Agent Team Member
Brad Phelps - State Farm Agent —Inlet Beach, FL
- $60,000 - $150,000 a year
- Full-time
- Mid-level
- 3 years
- Analysis skills
- Health insurance
- Tuition reimbursement
Quick Apply
Wealth Management Associate
Aion Wealth Management —Inlet Beach, FL
- $50,000 - $60,000 a year
- Full-time
- Background check
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
8d
Financial Services Associate
Northwestern Mutual —Inlet Beach, FL
- $50,000 - $60,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
8d
Financial Advisor
First Command Financial Services, Inc. —Shalimar, FL
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
VP, Financial Consultant - Sandestin, FL
Charles Schwab —Miramar Beach, FL
- $65,000 - $85,000 a year
- Office
- Senior level
- Paid parental leave
- Employee stock purchase plan

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Trust Administrator | Bay/Walton County

Capital City Bank -
Inlet Beach, FL

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Job Details

Full-time

Benefits

Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Vision insurance
401(k) matching
Life insurance

Qualifications

Confidential information handling
Greeting customers
Driving
Industry knowledge of financial regulations
Desktop applications
Productivity software
Legal compliance

Full Job Description

Trust Administrator I - Capital City Bank - More than your bank. Your banker.

Full Time - M-F 40 hours

General Summary

A Trust Administrator has the responsibility for the complete administration of accounts, typically involving the following types: trusts, guardianships, estates, or agencies. The core of this position is relationship management with a focus on prudent financial planning.

All associates at Capital City Bank and Capital City Home Loans have access to confidential client information and must practice discretion at all times.

This position requires the associate to drive on behalf of the Bank and the associate must adhere to Bank's Motor Vehicle Guidelines.

Principal Duties and Responsibilities

Maintains and grows book of business of high net worth families, individuals, and organizations through building relationships, providing excellent and professional client service, and cultivating active relationships with business professionals in the community.
Develops new business and confers with potential clients within current book of business. Meets and exceeds sales goals established for new business. Also accompanies Business Development Officer on calls to prospective clients.
Works with attorneys in matters relating to clients which includes reviewing drafts of estate planning documents for clients.
Coordinates with external CPAs pertaining to tax issues relating to client needs.
Sets up estates, trusts, guardianships, and agency accounts. Has the responsibility of building relationships with persons, agencies, and organizations that have an interest in any aspect of an account.
Manages assigned accounts in accordance with terms specified in the trust instrument, agreement, or state statutes in a manner consistent with needs of the principals, and current and remainder beneficiaries. Additional requirements include consistent coordination with Portfolio Manager of account and client to establish the client’s investment objectives and risk tolerance as well as managing ongoing changes in client needs.
Makes account distributions per legal document and applicable law per set standards within the department.
Completes monthly account reviews. All accounts should be in compliance with federal/state law and company policy.
Completes and reports, monthly, pipeline activity.
Represents the company in business and community activities.
Responsible for staying current with federal, state, and tax laws pertaining to estate planning and fiduciary responsibility.
Employer determines the essential functions of the job.

All 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 and Capital City Home Loans, with department managers setting the standard.

Associated Duties

Provides additional support to manager and department colleagues for the purpose of ensuring the efficient and effective functioning of the work unit.

Completes all assigned/required Bank training within established timelines.

Knowledge, Skills and Abilities (KSAs) Required

The following KSAs are usually acquired through college education with specialized business training course(s) and two to four years of related experience:

At least two to four years of experience with trust law and administration, including regulations, rights of survivorship, and financial institution operating policies and procedures.

Excellent verbal and written communication needed to develop client and professional relationships.

Ability to prioritize and work unsupervised.

Strong organizational skills and work ethic.

Engages and thrives in regular interpersonal contact with clients, business professionals and colleagues.

Proven success in handling multiple, diverse, and complex tasks.

Proficient computer skills including expertise in Microsoft Office and ability to adapt to other computer programs as necessary to perform job function.

Education

Bachelor’s degree in finance or related field required. Certified Financial Planner™ (CFP®) designation or Certified Trust and Financial Advisor (CTFA) is preferred. Relevant experience may substitute for the education requirement.

Working Conditions

Professional office atmosphere.
Fast-paced.
In 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.

Capital City Bank associates are our greatest asset. We offer the following benefits

Medical, Dental and Vision
Life Insurance
401(k) with Matching
Flexible Spending Accounts
Tuition Assistance
Stock Purchase
Discounts on Products and Services

EOE/Protected Veterans/Disabled/Drug Free

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.

THIS JOB DESCRIPTION DOES NOT CONSTITUTE AN EMPLOYMENT AGREEMENT. This job description does not restrict Capital City Bank, Capital City Investments, Capital City Trust Company, 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.

Experience

Preferred

Please indicate work experience when applying.

Education

Preferred

Bachelors or better in Finance or related field

Equal 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 (https://www.eeoc.gov/poster) notice from the Department of Labor.

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financial advisor jobs in santa rosa beach fl

Trust Administrator | Bay/Walton County

Financial Services Representative - State Farm Agent Team Member

Wealth Management Associate

Financial Services Associate

Financial Advisor

VP, Financial Consultant - Sandestin, FL

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