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Investment Associate: into Advisor & Own Client Portfolios

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: Capital Investment Advisors, LLC
Full Time position
Listed on 2026-11-05
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Financial Sales, Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Investment Associate: Grow into Advisor & Own Client Portfolios

Capital Investment Advisors, LLC, headquartered in Atlanta, GA, seeks an Investment Associate to support a team of Advisors and grow towards an Investment Advisor role. The position offers hybrid work after a successful introductory period and exposure to a broad client portfolio.

You will learn our practice, assist with financial planning, and help manage client accounts while pursuing relevant licenses and certifications. Strong communication and teamwork are essential.

We have an opening for a Investment Associate:
Grow into Advisor & Own Client Portfolios in Atlanta, GA, United States within Finance, Sales.

We appreciate your interest in this position.

Join Capital Investment Advisors, LLC and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Investment Associate:
Grow into Advisor & Own Client Portfolios role at Capital Investment Advisors, LLC, based in Atlanta, GA, United States.

Position Requirements
10+ Years work experience
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