Capital Investment Advisors · 1 day ago
Investment Advisor
Tampa, FL
Full-time
Onsite
Senior Level
6+ years exp**Capital **Investment Advisors (CIA) is a fee-only financial advisory and portfolio management firm headquartered in Atlanta. They are seeking an experienced Investment Advisor to join their Tampa team, responsible for helping clients achieve their financial goals through investment advice and portfolio management.
ConsultingFinanceFinancial ServicesSmall and Medium Businesses
Responsibilities
Help attain new clients
Implement investment plans
Execute on comprehensive planning
Qualification
Required
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
CFP® certified
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
Company
Capital Investment Advisors
Capital Investment Advisors is a financial advisor offering Income portfolio management, retirement and investment tax planning.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Michael Reiner
CEO
Mitch Reiner
Managing Partner and Senior Investment Advisor
Recent News
Washington Business Journal
2025-03-25
Washington Business Journal
2025-02-19
Company data provided by crunchbase