What are the responsibilities and job description for the Investment Advisor position at Capital Investment Advisors?
Capital Investment Advisors is a rapidly growing, boutique Registered Investment Advisor providing investment management services for individuals and small to mid-sized companies. We provide clients with an investment strategy customized to their specific risk tolerance, current lifestyle, and long-term financial goals. We are responsible for monitoring and managing the portfolio.
Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, sales and marketing 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
Our Tampa, FL team is looking for an experienced Investment Advisor who is a self-motivated team player and loves working directly with clients, matching investment and financial planning strategies to their specific goals and needs. 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.
If you have a passion for working with clients to help them enjoy the retirement they’ve always dreamed of, then this is the job for you.
Qualifications & Skills
- Bachelor’s degree in Finance or related field
- Minimum 5 years of experience working as an Investment Advisor Rep (IAR)
- Active Series 65 license
- CFP® certification, preferred
- Client first attitude
- Experience leading a team in a professional setting
- Experience providing quality financial advice
- 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 Work, Excel, PowerPoint, Outlook, CRM, and PMS Software
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.