Investment Operations Associate
Capitafinancialnetwork
About this role
Capita is a growing Registered Investment Advisor firm specializing in comprehensive financial planning for individuals, families, and business owners. The firm values long-term relationships and provides a collaborative environment with competitive benefits and opportunities for professional growth.
Skills
Qualifications
About Capitafinancialnetwork
capitafinancialnetwork.comCapita Financial Network is a Utah-based financial planning firm that delivers comprehensive, client-focused wealth and retirement planning for individuals, families, and business owners. Their services include investment management, income and retirement planning, estate and tax planning, Social Security optimization, Medicare and insurance guidance, and charitable giving strategies. Capita emphasizes a diversified investment approach and coordinated planning across specialists to protect retirement income, minimize taxes, and preserve wealth for loved ones. Prospective clients can connect by phone or through their online Get Started process and review client-focused case studies.
About Capitafinancialnetwork
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Capitafinancialnetwork.
Salary
$50k – $60k
per year