Investment Associate
Capital Investment Advisors · Atlanta, GA · 1 mo ago
FinanceFull-time
Core Responsibilities
- Support business development and the attraction of new clients to the Firm
- Keep current with financial planning issues and subsequent effects on clients
- Cook up preparation of all financial plans for new and existing clients
- Build investment planning recommendation presentations
- Open, transfer and close customer accounts and maintain appropriate account records
- Stay current with new investment products and market trends
Skills & Qualifications
- 0-2 years of experience in the Financial Services industry
- Bachelor’s degree in related business field such as Finance, Marketing, or Economics
- Preferably licensed with one or a combination of: Series 7, 63, 65, 66
- Committed to obtaining the Series 65 within four months of joining, if not already licensed
- Committed to working toward a CFP® after joining, if not already certified
- Preference to candidates with exposure to tools and technology related to investing, financial planning, and portfolio analysis (i.e. eMoney, Black Diamond, Schwab, Fidelity)
- Excellent communication, presentation, and interpersonal skills
- Exhibits the Capital Investment Advisors five core values in everything they do