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/Life Insurance & Paid Maternity Leave

100% employee-only premiums covered for: Medical, Dental, Vision, Short and Long-term Disability, Life insurance


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

Remote 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

Wide variety of opportunities for professional development, movement and growth within the firm

Get To Know Us Better