Investment Advisor
Capital Investment AdvisorsHighlight
Summary
About the Role
About You
- Bachelor's degree in Finance or related field.
- 6+ years of experience in Investment Management with the most recent 18 months serving as a registered Investment Advisor Representative (IAR).
- Active series 65 license.
- CFP® certified.
- Client first attitude.
- Proven ability to work collaboratively with others.
- Excellent communication and time management skills.
- Working knowledge of various RIA custodian referral platforms.
- Proficiency in Word, Excel, PowerPoint, Outlook, CRM, and PMS Software.
- Willingness to travel.
At Capital Investment Advisors (CIA), we strive to help clients reach their financial and retirement goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm with offices throughout the United States that provide our clients with a full range of financial advice centered on portfolio management. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives. Our firm's mission is to help families find happiness in retirement; this includes the clients we serve, the professionals we partner with, and the employees who come into CIA every day to fulfill this mission. BEWARE OF SCAMS. You will never be contacted by any of our members through social media, such as Facebook, WhatsApp, Instagram, etc., for free tutoring or academic advising regarding investment strategies. Please ensure you are communicating with us through official channels. If you would like to work with us, please contact us through this link https://www.yourwealth.com/contact/schedule-appointment/. Emails that our advisors use come from the email domain yourwealth.com. Review our social media rules of engagement at: https://www.yourwealth.com/social-media-rules-of-engagement/