Business Development Associate
Capital Investment Advisors, Phoenix, Arizona, United States, 85003
At Capital Investment Advisors (CIA), we strive to help the families we serve reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives.
Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for the families we serve. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.
Position Business Development Associate
We are actively looking for a motivated Business Development Associate with stellar communication skills to join our team. Focusing on inside sales, the Business Development Associate directly contributes to firm growth by cultivating and closing leads generated from institutional partners. A successful Business Development Associate is competitive, a strong listener, and can establish trust quickly with new leads.
This position is based in our Phoenix, AZ office and is eligible for a hybrid work schedule after completion of a successful introductory period.
Responsibilities
Field inbound calls from prospective clients and conduct qualifying screens
Build rapport with prospective clients and recommend an Investment Advisor uniquely suited to their needs
Generate new relationships and cultivate existing relationships with representatives from our institutional partners
Work alongside the greater Business Development and Marketing teams to advance new sales initiatives
Proudly represent the Firm’s brand in all internal and external interactions
Qualifications
Bachelor’s degree in Finance or related field
3+ years of experience in financial services, with demonstrated exposure to business development
Working knowledge of various RIA custodian referral platforms
Willingness to travel
Excellent communication skills, both written and verbal
Good problem-solving and time management skills
Highly organized and detail-oriented
Can work with little oversight but knows when to escalate
Proficient in Microsoft Office Suite
Experience working with CRM and PMS software
Committed to a culture of compliance
Operates with a client-first attitude
Exhibits the Capital Investment Advisors five core values in everything they do
EEO Statement Capital Investment Advisors would like to thank all applicants, however only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally recognized protected basis under federal, state, or local law.
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Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for the families we serve. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.
Position Business Development Associate
We are actively looking for a motivated Business Development Associate with stellar communication skills to join our team. Focusing on inside sales, the Business Development Associate directly contributes to firm growth by cultivating and closing leads generated from institutional partners. A successful Business Development Associate is competitive, a strong listener, and can establish trust quickly with new leads.
This position is based in our Phoenix, AZ office and is eligible for a hybrid work schedule after completion of a successful introductory period.
Responsibilities
Field inbound calls from prospective clients and conduct qualifying screens
Build rapport with prospective clients and recommend an Investment Advisor uniquely suited to their needs
Generate new relationships and cultivate existing relationships with representatives from our institutional partners
Work alongside the greater Business Development and Marketing teams to advance new sales initiatives
Proudly represent the Firm’s brand in all internal and external interactions
Qualifications
Bachelor’s degree in Finance or related field
3+ years of experience in financial services, with demonstrated exposure to business development
Working knowledge of various RIA custodian referral platforms
Willingness to travel
Excellent communication skills, both written and verbal
Good problem-solving and time management skills
Highly organized and detail-oriented
Can work with little oversight but knows when to escalate
Proficient in Microsoft Office Suite
Experience working with CRM and PMS software
Committed to a culture of compliance
Operates with a client-first attitude
Exhibits the Capital Investment Advisors five core values in everything they do
EEO Statement Capital Investment Advisors would like to thank all applicants, however only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally recognized protected basis under federal, state, or local law.
#J-18808-Ljbffr