Wealth Advisor (L1V)

Capita Financial Network•Draper, UT

3d•Onsite

About The Position

At Capita Financial Network, we’re redefining what it means to be a financial advisor. We are a rapidly growing, Utah-based Registered Investment Advisor focused on long-term relationships through comprehensive financial planning. Our clients aren’t just accounts, they’re families, business owners, and individuals navigating complex financial decisions. What makes us different: A team-based “financial network” model (you’re not on your own) Deep expertise across tax, estate, retirement income, and more A strong, values-driven culture centered on people, process, and collaboration We’re growing and adding new clients every week, which is why we’re hiring. Job: Full-time, Monday – Friday, 9 am-5 pm Location: Draper, UT The Opportunity We are looking for a Wealth Advisor (L1V) who is ready to grow. This role is ideal for someone who : Wants to build meaningful client relationships Thrives in a team-based environment Values process, structure, and follow-through Is looking for a firm where they can develop into a top-tier advisor over time What You’ll Do Deliver comprehensive financial planning across investments, retirement, tax strategy, and more Build strong relationships with clients and guide them through key financial decisions Help clients stay accountable to their financial plans over time Collaborate with other advisors and internal specialists to deliver a high-quality client experience Participate in team-based sales efforts and contribute to firm growth Continuously develop your planning and client relationship skills What Makes This Role Different You’re not starting from zero – consistent flow of new client opportunities You’re supported by a team – planning, service, and specialist resources You can focus on advice – not just product or transactions You’ll grow faster – through collaboration, coaching, and shared knowledge What We’re Looking For Series 65 or 66 (required) State Insurance License (or ability to obtain within 3 months) Bachelor’s degree 2+ years of financial planning experience CFP® designation (or commitment to obtain within 2 years) You’ll stand out if you: Are highly responsive and proactive with clients and prospects Have strong follow-up habits and attention to detail Enjoy working in a structured, process-driven environment Are coachable and eager to grow Core Planning Areas You’ll work across a broad set of planning disciplines, including: Retirement income planning Investment strategy Tax-aware planning Estate and legacy planning Social Security strategies Charitable giving strategies Behavioral finance and client decision-making Core Competencies Communication Decision-making Problem-solving Teamwork Compensation & Benefits We offer competitive compensation and a strong benefits package, including: Medical (with generous company contribution) Dental and Vision HSA with company match 401(k) with company match (after 6 months) Company-paid life, AD&D, and long-term disability insurance Education reimbursement (including CFP® support) Paid time off + 12 paid holidays Parental leave Team and family-friendly events A Note on Culture We believe: People are the foundation of success Process creates consistency and trust Collaboration leads to better outcomes for clients and advisors alike If you’re looking for a place where you can "build a career, not just a book" we’d love to connect. Additional Information All offers of employment are contingent upon a successful background check. The safety and security of our employees and clients is a top priority.

Requirements

Series 65 or 66 (required)
State Insurance License (or ability to obtain within 3 months)
Bachelor’s degree
2+ years of financial planning experience
CFP® designation (or commitment to obtain within 2 years)

Nice To Haves

Are highly responsive and proactive with clients and prospects
Have strong follow-up habits and attention to detail
Enjoy working in a structured, process-driven environment
Are coachable and eager to grow

Responsibilities

Deliver comprehensive financial planning across investments, retirement, tax strategy, and more
Build strong relationships with clients and guide them through key financial decisions
Help clients stay accountable to their financial plans over time
Collaborate with other advisors and internal specialists to deliver a high-quality client experience
Participate in team-based sales efforts and contribute to firm growth
Continuously develop your planning and client relationship skills