Investment Advisor

Capital Investment Advisors; Tampa (FL); On-site; USD 80,000 - 120,000; Full time

Job summary

A notable financial advisory firm in Tampa is seeking an experienced Investment Advisor to join its team. The ideal candidate will have at least 6 years of investment management experience and must hold a series 65 license. This role emphasizes a client-first attitude, collaborative work, and strong communication skills. Responsibilities include acquiring new clients and implementing investment strategies. The company promotes growth and equal employment opportunities.

Qualifications

• 6+ years of experience in Investment Management with 18 months as a registered Investment Advisor Representative (IAR).
• Active series 65 license.
• Willingness to travel.

Responsibilities

• Help attain new clients.
• Implement investment plans.
• Execute on comprehensive planning.

Skills

Client first attitude

Excellent communication skills

Time management skills

Ability to work collaboratively

Proficiency in Word, Excel, PowerPoint, Outlook, CRM, PMS Software

Education

Bachelor’s degree in Finance or related field

Tools

RIA custodian referral platforms

Job description

Overview

At Capital Investment Advisors (CIA), we strive to help clients reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives.

Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.

Investment Advisor

We are looking for an experienced Investment Advisor to grow our Tampa team. The ideal candidate is a self-motivated team player who has a passion for helping clients achieve their financial and lifestyle goals. As fiduciaries, our Investment Advisors give direct advice on asset allocation decisions, portfolio design, and investment implementation. This role holds a myriad of responsibilities with the top few being to help attain new clients, implement investment plans, and execute on comprehensive planning.

Qualifications & Skills:

• 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
• 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

Capital Investment Advisors would like to thank all applicants, however only those who qualify for an interview will be contacted. 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.