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Wealth Advisor
3 months ago
Who we are: Capita is a large Utah-based Registered Investment Advisor firm that is experiencing rapid growth. We specialize in developing long-term relationships with individuals, families, and business owners through comprehensive financial planning. At our firm, we believe that diversity is a strength, and we are dedicated to fostering an inclusive and hospitable environment for everyone. We highly value the unique perspectives and experiences that individuals from different backgrounds bring to our team, and we are convinced that diversity enhances our workplace culture and improves our ability to serve a wide range of clients. As a result, we have been acknowledged as one of 100 companies supporting women in Utah (100 Companies Championing Women). We are acquiring new clients every week and are seeking individuals to bring their talents and enthusiasm to our firm
Job: Full-time, Monday – Friday, 9am-5pm
Location: Sandy, UT
Role and Responsibilities:
- Provide comprehensive financial planning advice and service for Capita clients.
- Build outstanding client and family relationships and help them follow through on wealth planning advice.
- Retain clients by delivering on the Capita Financial Network experience.
- Collaborate with other advisors in sales efforts to continue to grow the business.
- Cross train with other advisors to lift the collective team knowledge and skill.
Qualifications/Requirements:
- Series 65 (or 66), State Insurance License (or must obtain during the first 3 months).
- Bachelor’s degree.
- 5+ years of experience delivering financial plans preferred.
- Certified Financial Planner (CFP®) Designation (or must obtain it during the first 2 years).
Capita specializes in the following Financial Planning Topics which will be assessed in the interview and further trained and developed on the job:
- Retirement income planning
- Investment strategy
- Tax planning
- Estate planning
- Social Security strategies
- Charitable planning strategies
- Financial planning analysis
- Ability to connect with clients around behavioral finance
The key competency areas are:
- Communication
- Decision making
- Problem-solving
- Teamwork
We offer competitive pay and a great opportunity for learning and growth. Our benefits include medical, dental, and vision with a generous company contribution and match to a qualified HSA. Basic life, AD&D, and Long-Term Disability all paid by Capita 401k plan with company match after 6 months of employment. Education reimbursement, paid time off, and 12 paid holidays. Four weeks of paid parental leave after six months of employment, family friendly events
The safety and security of our employees and our clients is top priority. All offers of employment at Capita Financial are contingent upon a clear background check.
