Business Development Associate

At Capital Investment Advisors (CIA), we strive to help the families we serve reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives.  

Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for the families we serve. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.  

Business Development Associate 

We are actively looking for a motivated Business Development Associate with stellar communication skills to join our team. Focusing on inside sales, the Business Development Associate directly contributes to firm growth by cultivating and closing leads generated from institutional partners. A successful Business Development Associate is competitive, a strong listener, and can establish trust quickly with new leads.  

This position is based in our Phoenix, AZ office and is eligible for a hybrid work schedule after completion of a successful introductory period.  

Core 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  

Skills & Qualifications: 

• 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 

Capital Investment Advisors would like to thank all applicants, however only those who qualify for an interview will be contacted.  Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally recognized protected basis under federal, state, or local law.   

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