About this role
Investment Advisor at Capital Investment Advisors. Location: Tampa, Florida, United States. Role: acquire clients, implement plans, conduct planning Requirements: Bachelor's in Finance; 6+ years in Investment Management; 18 months as IAR; active Series 65; CFP; client-centered; strong collaboration; travel willingness; proficient in Word, Excel, PowerPoint, Outlook, CRM, and PMS software. Category: Finance and Accounting Seniority: Mid Level Tools: Word, Excel, PowerPoint, Outlook, CRM software, PMS software Certifications: series 65, cfp Commitment: Full Time Workplace: Onsite Languages: English