Investment Advisor
FinanceFull-time
About the role
We are seeking an experienced Investment Advisor to join our Tampa team. The successful candidate will have a strong background in Investment Management, be a self-starter, and possess a genuine passion for helping clients achieve their financial and lifestyle goals.
Responsibilities
- Help attain new clients
- Implement investment plans
- Execute comprehensive planning
Requirements
- Bachelor’s degree in Finance or related field
- 6+ years of experience in Investment Management, with the last 18 months as a registered Investment Advisor Representative (IAR)
- Active Series 65 license
- CFP® certification
- Client-first attitude
- Proven ability to collaborate effectively with colleagues
- Working knowledge of various RIA custodian referral platforms
- Excellent communication and time management skills
- Willingness to travel
- Proficiency in Microsoft Office Suite, CRM software, and Portfolio Management System (PMS) software
Skills
- Strong communication and interpersonal skills
- Ability to manage multiple tasks simultaneously
- Proficiency in technology tools commonly used in the financial services industry
Pay
- Competitive compensation package including base salary and bonus opportunities
Schedule
- Full-time position with flexible hours to accommodate client needs
Benefits
- Comprehensive health insurance coverage
- Retirement plan options
- Professional development opportunities
- Employee assistance program
Benefits
- Generous paid time off
- Opportunities for career advancement
- Supportive and collaborative work environment
Contact Information
Capital Investment Advisors is committed to a policy of equal employment opportunity and does not discriminate on the basis of race, color, religion, national origin, sex, age, disability, veteran status, or any other legally protected characteristic. To apply, please submit your resume and cover letter detailing your relevant experience and qualifications. Only qualified candidates will be contacted for an interview.