Capital Investment Advisors

Business Development Associate

Capital Investment Advisors

20 days ago
Phoenix, AZ
Hybrid
Full Time
Junior
0 applicants
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Capital Investment Advisors
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About this role

Capital Investment Advisors is seeking a motivated Business Development Associate to contribute to firm growth through inside sales, building relationships with prospective clients and institutional partners. The role involves representing the firm, working with marketing teams, and leveraging CRM software to generate and cultivate leads.

Skills

Qualifications

Bachelor’s degree in Finance
Capital Investment Advisors

About Capital Investment Advisors

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Capital Investment Advisors is an Atlanta-based, fee-only investment management firm that specializes in retirement income planning. The firm offers comprehensive financial planning, retirement planning, and wealth management services focused on creating reliable income streams for retirees. As a fee-only advisor they emphasize fiduciary, conflict-free advice and transparent fee structures. They serve individuals and families with tailored portfolios and ongoing wealth-management support through a mid-sized team (listed as 51–200 employees).

About Capital Investment Advisors

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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