Business Development Associate jobs in United States
cer-icon
Apply on Employer Site
company-logo

Capital Investment Advisors · 5 hours ago

Business Development Associate

positionPhoenix, AZ
timeFull-time
remoteHybrid
seniorityMid Level
date3+ years exp

Capital Investment Advisors (CIA) is a fee-only financial advisory and portfolio management firm dedicated to helping families achieve their financial goals through income investing. They are seeking a motivated Business Development Associate to contribute to firm growth by cultivating and closing leads generated from institutional partners.

ConsultingFinanceFinancial ServicesSmall and Medium Businesses

Responsibilities

Field inbound calls from prospective clients and conduct qualifying screens
Build rapport with prospective clients and recommend an Investment Advisor uniquely suited to their needs
Generate new relationships and cultivate existing relationships with representatives from our institutional partners
Work alongside the greater Business Development and Marketing teams to advance new sales initiatives
Proudly represent the Firm’s brand in all internal and external interactions

Qualification

Business developmentFinancial services experienceCommunication skillsRIA custodian platformsCRM softwareMicrosoft Office SuiteClient-first attitudeProblem-solving skillsTime management skillsOrganizational skillsDetail-oriented

Required

Bachelor's degree in Finance or related field
3+ years of experience in financial services, with demonstrated exposure to business development
Working knowledge of various RIA custodian referral platforms
Willingness to travel
Excellent communication skills, both written and verbal
Good problem-solving and time management skills
Highly organized and detail-oriented
Can work with little oversight but knows when to escalate
Proficient in Microsoft Office Suite
Experience working with CRM and PMS software
Committed to a culture of compliance
Operates with a client-first attitude
Exhibits the Capital Investment Advisors five core values in everything they do

Company

Capital Investment Advisors

twittertwittertwitter
company-logo
Capital Investment Advisors is a financial advisor offering Income portfolio management, retirement and investment tax planning.
dateFounded in 1996
location
Atlanta, Georgia, USA
people-size51-200 employees
web-link
https://www.yourwealth.com

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
‎Michael Reiner‎
CEO
linkedin
leader-logo
Mitch Reiner
Managing Partner and Senior Investment Advisor
linkedin

Recent News

PR Newswire
Financial Planning Association Launches "FPAi Authority" to Support Members with AI Education and Tools
2026-01-12
Washington Business Journal
Plans move forward for controversial Franconia apartments on current government center site
2025-03-25
Washington Business Journal
Nearly full retail center near Fort Belvoir hits the market
2025-02-19
Company data provided by crunchbase