Investment Advisor
Capital Investment Advisors, Atlanta, GA, United States
At Capital Investment Advisors (CIA), we strive to help clients reach their goals by focusing on our specialty: Income Investing. 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 our clients. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.
Investment Advisor We are looking for an experienced Investment Advisor to grow our Strategies team. The ideal candidate is a self‑motivated team player who has a passion for helping clients achieve their financial and lifestyle goals. As fiduciaries, our Investment Advisors give direct advice on asset allocation decisions, portfolio design, and investment implementation.
The person in this seat will make immediate impact by serving existing families in the Model Portfolio offering and while growing that family base through self‑sourced and firm‑generated leads.
Qualifications & Skills
Bachelor’s degree in Finance or related field
3+ years of experience in Investment Management
Active Series 65 License
CFP certified or willing to work toward certification upon joining
Client first attitude
Proven ability to work collaboratively with others
Working knowledge of various RIA custodian referral platforms
Excellent communication and time management skills
Willingness to travel
Proficiency in Word, Excel, PowerPoint, Outlook, CRM, and PMS Software
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
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 our clients. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.
Investment Advisor We are looking for an experienced Investment Advisor to grow our Strategies team. The ideal candidate is a self‑motivated team player who has a passion for helping clients achieve their financial and lifestyle goals. As fiduciaries, our Investment Advisors give direct advice on asset allocation decisions, portfolio design, and investment implementation.
The person in this seat will make immediate impact by serving existing families in the Model Portfolio offering and while growing that family base through self‑sourced and firm‑generated leads.
Qualifications & Skills
Bachelor’s degree in Finance or related field
3+ years of experience in Investment Management
Active Series 65 License
CFP certified or willing to work toward certification upon joining
Client first attitude
Proven ability to work collaboratively with others
Working knowledge of various RIA custodian referral platforms
Excellent communication and time management skills
Willingness to travel
Proficiency in Word, Excel, PowerPoint, Outlook, CRM, and PMS Software
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