Job Description

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 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 Columbia, SC- is this you? 

Job Description:

As a Legacy Planning Consultant, your primary mission is to deliver an exceptional client experience through thoughtful guidance, strategic insight, and genuine care. You'll serve as a consultant- helping both prospective and current clients navigate estate planning, wills, and tax considerations with clarity and confidence. In this high-impact role, you’ll be a public-facing representative of the firm, building meaningful relationships that reinforce our commitment to serving clients with integrity, excellence, and empathy. Your ability to connect, communicate, and provide value will directly contribute to the growth and impact of our firm.

Typical Responsibilities Include:

• Host and deliver engaging estate planning seminars and education events, offering clear, actionable insights to prospective clients
• Guide estate, will, and/or tax focused conversations, offering individualized options based on every prospective client’s unique needs
• Develop trust and build rapport with prospective and current clients, serving as a reliable, knowledgeable advisor
• Serve as the firm’s subject-matter expert in this stage of the prospective client journey. While you won’t draft legal documents, your deep understanding of them will be essential to guiding conversations
• Help convert prospective clients into long-term relationships by combining genuine connection with proven expertise
• Partner with Marketing, Financial Advisors, and firm leadership to continuously enhance the prospective & current client experience
• Partner with the firm’s external attorney at law, acting as a liaison between him and the the client, to draft all legal documents, give final recommendations, and ensure their execution*

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 
• You’re not looking for a traditional legal role- you want to use your expertise to educate, connect, and build something meaningful
• Are a JD or an attorney (barred anywhere- SC preferred but not required)
• Attorney with 2+ years of experience, up to 10 years, looking for a more client facing role
• Background or strong interest in estate planning, wills, and/or tax
• You’re just as comfortable in front of a room presenting as you are sitting one-on-one with a client
• Basic financial industry knowledge preferred
• Superior organizational & time management skills; ability to multitask
• Excellent relationship building skills 
• Excellent communication skills, both verbal and written 

Traits We’re Looking For:   

• People oriented; relationship focused
• Positive & outgoing
• Empathetic, uplifting, & engaging
• Professional
• Communicative m
• Detail oriented
• Critical thinker
• Creative
• Dependable
• Strong initiative
• Team player 

*Please note, our Legacy Planning Consultant will not legally be required to practice law in the state of South Carolina. 

Compensation will be made up of a competitive salary with benefits (insurance, 401k with match, disability, paid volunteer time, profit sharing). 

The starting base salary for this role will be $80,000- $120,000 (OTE $100,000- $180,000). 

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

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