Investment Advisor

Capital Investment Advisors•Tampa, FL

About The Position

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 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 Tampa 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. This role holds a myriad of responsibilities with the top few being to help attain new clients, implement investment plans, and execute on comprehensive planning.

Requirements

Bachelor’s degree in Finance or related field
6+ years of experience in Investment Management with the most recent 18 months serving as a registered Investment Advisor Representative (IAR)
Active series 65 license
CFP® certified
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