Investment Advisor
Capital Investment Advisors
About this role
Capital Investment Advisors is seeking an experienced Investment Advisor to join their Tampa team. The role involves providing clients with financial advice, asset allocation, and portfolio management, with a focus on helping clients achieve their financial and lifestyle goals.
Skills
Qualifications
About Capital Investment Advisors
yourwealth.comCapital 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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Salary
$133k – $179k
per year