Position: Investment Advisor
Location: Tampa, FL
Capital Investment Advisors is a rapidly growing, boutique registered investment advisory firm which provides investment management services for individuals and small to mid-sized companies. We provide clients with an investment strategy customized to his/her specific risk tolerance, current lifestyle, and long-term financial goals. We are responsible for monitoring and management of the portfolio.
Our tight-knit team has a mix of financial advisors, customer service managers and associates, operations specialists, and marketing personnel. We work hand-in-hand to ensure the best possible experience for our clients. We have an upbeat and active office atmosphere where we find hallway conversations can oftentimes lead to work breakthroughs. Our management is dedicated to employee growth both professionally and personally and making every CIA experience in and out of the office enjoyable.
Our team is looking to add an experienced Investment Advisor who is a detail-oriented, self-motivated team player. We’re looking for someone who loves working directly with clients, matching investment and financial planning strategies to meet their specific goals and needs. In this fiduciary role, direct advice will be given on asset allocation decisions, portfolio design, and investment implementation. This position holds a myriad of responsibilities with the top few being to help with attaining new clients, implementation of investment plans, and executing 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
- 5+ years’ experience in financial services industry
- Has CFP® credentials or is willing to acquire within the first two years
- Client first attitude
- 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 Word, Excel, PowerPoint, Outlook, CRM, and PMS Software
If you are interested in this opportunity, please send your resume to firstname.lastname@example.org.
Capital Investment Advisors would like to thank all applicants; however, only those who qualify for an interview will be contacted.