Investment Associate
Investment Associate
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Job Description
At Capital Investment Advisors (CIA) we strive to help clients reach their goals by focusing on our specialty: Income Investing. We are a feeonly 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 clients individual circumstances and objectives.
Our tightknit 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 Phoenix AZ 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 teamoriented Investment Associate to our Phoenix 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
Skills & Qualifications:
- 03 years of experience in the Financial Services industry
- Bachelors degree in related business field such as Finance Marketing or Economics
- Preferably licensed with one or a combination of: Series
- 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
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 legallyrecognized protected basis under federal state or local law.
Required Experience:
Junior IC
Employment Type
Full-Time
