What are the responsibilities and job description for the Investment Associate position at Capital Investment Advisors?
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.
This position is based in our Atlanta, GA office and is eligible for a hybrid work schedule after completion of a successful introductory period.
Investment Associate
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.
Core Responsibilities:
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.
This position is based in our Atlanta, GA office and is eligible for a hybrid work schedule after completion of a successful introductory period.
Investment Associate
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.
Core Responsibilities:
- Support business development and the attraction of new clients to the Firm
- Keep current with financial planning issues and subsequent effects on clients
- Coordinate preparation of all 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
- 0-2 years of experience in the Financial Services industry
- Bachelor’s degree in related business field such as Finance, Marketing, or Economics
- Preferably licensed with one or a combination of: Series 7, 63, 65, 66
- Committed to obtaining the Series 65 within four months of joining, if not already licensed
- Committed to working toward a CFP® after joining, if not already certified
- Preference to candidates with exposure to tools and technology related to investing, financial planning, and portfolio analysis (i.e. eMoney, Black Diamond, Schwab, Fidelity)
- Excellent communication, presentation, and interpersonal skills
- Exhibits the Capital Investment Advisors five core values in everything they do