Investment Advisor

About the role

We are seeking an experienced Investment Advisor to join our Strategies team. The successful candidate will have a strong background in Investment Management and possess a client-first attitude.

Responsibilities

- Serve existing families in the Model Portfolio offering. - Grow the family base through self-sourced and firm-generated leads. - Make immediate impact by contributing to the success of existing clients. - Give direct advice on asset allocation decisions, portfolio design, and investment implementation. - Work collaboratively with the team to ensure client satisfaction.

Requirements

- Bachelor’s degree in Finance or related field. - 3+ years of experience in Investment Management. - Active Series 65 License. - CFP® certified or willing to work toward certification upon joining. - A client-first attitude. - 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.

Skills

- Strong communication and time management skills. - Willingness to travel. - Proficiency in technology tools such as Word, Excel, PowerPoint, Outlook, CRM, and PMS Software.

Benefits

- Competitive compensation package. - Comprehensive benefits including health insurance, retirement plans, and paid time off. - Opportunities for professional development and career advancement. - A supportive and collaborative work environment.

Pay

- Salary range: $80,000 - $120,000 annually, commensurate with experience.

Schedule

- Full-time position with flexible hours to accommodate client needs.

Contact Information

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. To apply, please submit your resume and cover letter detailing your relevant experience and qualifications.