Family Office Associate

4 days ago


Atlanta, Georgia, United States Capital Investment Advisors Full time
Job Description

Capital Investment Advisors is a fee-only financial advisory and portfolio management firm that helps clients reach their goals by focusing on income investing.

Job Summary

We are seeking a highly motivated and detail-oriented Family Office Associate to join our team. The successful candidate will support the management of client relationships, create high-quality investment plans, and manage the business development pipeline.

Key Responsibilities

  • Client Relationship Management: Support the management of client relationships by setting the pace for all communications and interactions.
  • Investment Planning: Create high-quality investment plans and presentations to support the Advisor's recommendations.
  • Business Development: Manage the business development pipeline and execute thoughtful prospect follow-up communication plans.
  • System Expertise: Become the go-to expert user in all CFO systems, including Black Diamond, eMoney, Schwab, and Fidelity, and Salesforce.
  • Collaboration: Collaborate with our private investment solutions partner to deliver integrated alternative investment opportunities to clients.
  • Process Improvement: Contribute to the overall growth of the organization by enhancing existing processes, ensuring key initiatives are advancing, and holding all Team Members accountable to our agreed-upon service standards.

Requirements

  • 2+ years of experience in finance, preferably investment banking.
  • Bachelor's degree from an accredited university.
  • Strong wealth management acumen, including knowledge around portfolio construction, goals-based financial planning, risk management, estate, etc.
  • Ability to confidently manage the dynamic profiles of CFO client families and seamlessly adapt to unique and evolving client situations.
  • Experience working in eMoney, preferred.
  • Skilled at simplifying complex concepts.
  • Operates with a high degree of excellence across all tasks.
  • Takes initiative and anticipates client needs.
  • Excellent communication, presentation, and interpersonal skills.
  • Exhibits the Capital Investment Advisors five Core Values in everything they do.


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