About this role
Investment Associate at Capital Investment Advisors. Location: Atlanta, Georgia, United States. Role: Support client acquisition, Prepare financial plans, Build investment planning presentations Requirements: 0-2 years in financial services; Bachelor’s in Finance/Marketing/Economics; Series 7/63/65/66 license preferred; willing to obtain Series 65 within 4 months; working toward CFP certification; experience with investing tools (eMoney, Black Diamond, Schwab, Fidelity); strong communication and interpersonal skills; aligns with firm values. Category: Finance and Accounting Seniority: Entry Level Tools: eMoney, Black Diamond, Schwab, Fidelity Certifications: series 7, series 63, series 65, series 66, cfp Commitment: Full Time Workplace: Hybrid Languages: English