Join Our Team
Join our Team
At Capital, our culture starts with our people. We are looking for team members with a people-first attitude who are passionate about our mission to help families find happiness in retirement.
Our tight-knit team of financial advisors, investment professionals, customer service managers and associates, operations specialists, and sales and marketing personnel all work together to create the best possible experience for our families. We are dedicated to finding professional and personal growth opportunities and creating an enjoyable work environment in and out of the office.
Does Capital sound like a place you’d enjoy working? Apply today!
Our Values
Know Your Craft
We champion continuous learning and expertise. Our investment professionals combine extensive experience with a profound grasp of financial markets, investment strategies, and industry dynamics.
Be Passionate
Thriving in the dynamic investment landscape requires unwavering commitment, boundless enthusiasm, and passion from each team member.
Do What Is Right
We conduct business with honesty and transparency and uphold the highest ethical standards to prioritize the best interest of our families.
Every Person Matters
We cherish the inherent worth of each individual and cultivate an environment where every voice is heard, respected, and valued.
Make It Simple
We empower families with clear and concise communication, avoiding technical jargon. This clarity facilitates informed decisions to help achieve your financial goals confidently.
Our Benefits
Health Insurance & Paid Parental Leave
Medical, Dental, Vision, Accident, and Hospital Indemnity plans available for you and your family
401(K)
with Safe Harbor Match
Paid Time Off & Holidays
Generous paid time off plan that increases with years of service and holiday time off in accordance with the NYSE calendar
Hybrid Work Opportunities
Work efficiently from home and the office
Transparent Top-Down Communication
Leadership communicates directly with team members on a weekly basis
Internal Mobility Encouraged
Clear career pathing for client facing roles and support for cross-functional movement and growth
Continuing Education
Specialty certifications, licenses, renewals and conferences may be eligible for reimbursement
Charitable Donation Matching
Strong charitable giving policy and match program to support team members involvement in the community
Disability Plans
100% company funded Short and Long-term Disability and Life Insurance plans
