Business Development Associate
Capital Investment AdvisorsPhoenix, Arizona, United States
Posted February 20, 2026
Full Time
About the Company
Capital Investment Advisors is a fee-only financial advisory and portfolio management firm that provides financial strategy and management tailored to individual client circumstances and objectives.
Job Description
At Capital Investment Advisors, we are looking for a motivated Business Development Associate with strong communication skills to join our team. The position is based in Phoenix, AZ and is eligible for a hybrid work schedule after completion of a successful introductory period.
Requirements
- 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
- 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
Benefits
- Hybrid work schedule after completion of a successful introductory period
