Investment Associate
Capital Investment Advisors
Atlanta, GA0–2 yrs1h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 2 years · Bachelor's degree
- Must know
- Marketing
- Work
- Hybrid in Atlanta
- Pay
- Not stated by the employer.
- Listed
- Oct 31, 2026 · still open
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About the Role
The Investment Associate role is based in the Atlanta, GA office and is eligible for a hybrid work schedule after a successful introductory period. This position is designed to support a team of Advisors, grow knowledge of the firm's business and practices, and ultimately advance into an Investment Advisor position, managing a client portfolio.
Key Responsibilities
- Support business development and the attraction of new clients.
- Stay current with financial planning issues and their effects on clients.
- Coordinate the preparation of all financial plans for new and existing clients.
- Build investment planning recommendation presentations.
- Open, transfer, and close customer accounts, and maintain appropriate account records.
- Stay current with new investment products and market trends.
Requirements & Tech Stack
- 0-2 years of experience in the Financial Services industry.
- Bachelor’s degree in a related business field such as Finance, Marketing, or Economics.
- Preferably licensed with one or a combination of: Series 7, 63, 65, 66.
- Committed to obtaining the Series 65 within four months of joining, if not already licensed.
- Committed to working toward a CFP® after joining, if not already certified.
- Preference for candidates with exposure to tools and technology related to investing, financial planning, and portfolio analysis (i.e. eMoney, Black Diamond, Schwab, Fidelity).
- Excellent communication, presentation, and interpersonal skills.
- Exhibits the Capital Investment Advisors five core values.