About this role
Investment Advisor at Capital Investment Advisors. Location: Atlanta, Georgia, United States. Role: serve clients, grow book, advise allocation Requirements: Bachelor's degree in Finance; 3+ years in Investment Management; Active Series 65; CFP or willing to pursue; client-first attitude; collaborative mindset; knowledge of RIA custodian platforms; excellent communication and time management; willingness to travel; proficiency with Word, Excel, PowerPoint, Outlook, CRM, and PMS software. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, CRM software, PMS software, Outlook Certifications: series 65, cfp Commitment: Full Time Workplace: Onsite Languages: English