Associate, Investment Associate

Capital Investment Advisors is looking for a motivated Investment Associate to join their Atlanta team. This role is perfect for someone eager to learn and grow in the financial services industry. You’ll support experienced advisors, help with client accounts, and gain valuable insights into investment strategies. If you’re ready to kickstart your career in finance, this could be the opportunity for you!

What You’ll Do

• Support business development and attract new clients
• Stay updated on financial planning issues and their impact on clients
• Help prepare financial plans for clients
• Create investment planning presentations
• Manage customer accounts and maintain records
• Keep up with new investment products and market trends

What You Need

• 0-2 years of experience in the Financial Services industry
• Bachelor’s degree in Finance, Marketing, or Economics
• Preferably licensed with Series 7, 63, 65, or 66
• Willing to obtain Series 65 within four months
• Committed to working toward a CFP® after joining
• Exposure to investment and financial planning tools is a plus
• Strong communication and interpersonal skills
• Exhibit the firm’s core values in all actions

What You’ll Love

• Opportunity to grow into an Investment Advisor role
• Hybrid work schedule after the introductory period
• Supportive team environment focused on personal and professional growth
• Engaging work that helps clients achieve their financial goals

About the Firm

• Capital Investment Advisors is a fee-only financial advisory firm
• Headquartered in Atlanta with offices across the U.S.
• Specializes in income investing and tailored financial strategies
• Founded in 1996, with a commitment to client-focused service