Investment Associate

Capital Investment Advisors • Atlanta, GA

1d • Hybrid

About The Position

Capital Investment Advisors (CIA) is a fee-only financial advisory and portfolio management firm specializing in Income Investing. Headquartered in Atlanta, the firm has offices throughout the U.S. and provides financial advice to clients in Georgia, Florida, Colorado, Texas, and Arizona. Founded in 1996, CIA tailors financial strategy and management to clients’ individual circumstances and objectives. Its team includes financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel. The Leadership Team is dedicated to employee growth, professionally and personally, and to creating memorable experiences.

CIA is seeking a driven, team-oriented Investment Associate for its Atlanta office. The associate will support a team of Advisors, develop knowledge of the firm’s business and practices, and ultimately advance into an Investment Advisor role managing a portfolio of clients. The role is based in the Atlanta office and is eligible for a hybrid work schedule after successful completion of an introductory period.

Requirements

• 0–2 years of experience in the Financial Services industry.
• Bachelor’s degree in a related business field such as Finance, Marketing, or Economics.
• Commitment to obtain the Series 65 within four months of joining if not already licensed.
• Commitment to work toward a CFP® after joining if not already certified.
• Excellent communication, presentation, and interpersonal skills.
• Exhibits Capital Investment Advisors’ five core values in all activities.

Nice To Haves

• Preferably licensed with one or a combination of Series 7, 63, 65, or 66.
• Exposure to investing, financial planning, and portfolio analysis tools and technology, such as eMoney, Black Diamond, Schwab, or Fidelity.

Responsibilities

• Support business development and the attraction of new clients to the Firm.
• Keep current with financial planning issues and their subsequent effects on clients.
• Coordinate preparation of financial plans for new and existing clients.
• Build investment planning recommendation presentations.
• Open, transfer, and close customer accounts and maintain appropriate account records.
• Stay current with new investment products and market trends.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level