At Capital Investment Advisors (CIA), we strive to help clients 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 clientโs individual circumstances and objectives.โฏย
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.ย ย
This position is based in our Atlanta, GA office and is eligible for a hybrid work schedule after completion of a successful introductory period.โฏย ย
Investment Associateย
We are looking to add a driven, team-oriented Investment Associate to our Atlanta office. This individual will grow their knowledge of our business and practices by supporting a team of Advisors, ultimately advancing into an Investment Advisor position, and managing their own portfolio of clients.ย ย
Core Responsibilities:ย
- Support business development and the attraction of new clients to the Firmย
- Keep current with financial planning issues and subsequent effects on clientsย
- Coordinate preparation of all financial plans for new and existing clientsย ย
- Build investment planning recommendation presentationsย
- Open, transfer and close customer accounts and maintain appropriate account recordsย
- Stay current with new investment products and market trendsย ย
Skills & Qualifications:ย
- 0-2 years of experience in the Financial Services industry ย
- Bachelorโs degree in related business field such as Finance, Marketing, or Economicsย
- Preferably licensed with one or a combination of: Series 7, 63, 65, 66ย
- Committed to obtaining the Series 65 within four months of joining, if not already licensedย
- Committed to working toward a CFPยฎ after joining, if not already certifiedย
- Preference to candidates with exposure to tools and technology related to investing, financial planning, and portfolio analysis (i.e. eMoney, Black Diamond, Schwab, Fidelity)ย
- Excellent communication, presentation, and interpersonal skillsย
- Exhibits the Capital Investment Advisors five core values in everything they doย
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.ย
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