Wealth Advisor (L1V)

Who We Are
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.