Financial Planning Analyst jobs in Utah

Who we are: Capita is a large Registered Investment Advisor firm growing at a fast pace. We focus on building long-lasting relationships with individuals, families, and business owners through comprehensive financial planning. 

At Capita Financial Network, we're always looking to the future. Our team is constantly on the lookout for top talent to drive our company's growth and innovation. While we might not have an immediate job opening, we believe in building connections and relationships with exceptional individuals who can potentially join our team in the future.

If you're excited about the prospect of connecting and helping Capita grow, submit your resume here. When an internship becomes available, we'll be in touch.

Job: Monday – Friday, Flexible
Location: Sandy, Ut (not remote)

Role and Responsibilities:

• Assist financial advisors in providing impeccable service to clients.
• Track projects and requests for assigned clients.
• Provide continuous client support, including opening and funding new accounts, withdrawals, roth conversions, charitable distributions, and updating client information.
• Support Advisor in preparation for annual reviews.
• Filing, data entry, CRM software management.

Qualifications/Requirements:

• Interest in the Financial Services Industry.
• Preference given to those enrolled in a finance degree program or related field.
• Expected graduation date in 2024 or early 2025.
• Extremely organized, focused on quality and great attention to the smallest detail.
• Strong ability to problem solve and deliver phenomenal customer service.
• Interpersonal skills and ability to work as a team in a fast-paced environment.
• Friendly and cheerful disposition on phones and in person.
• Ability to manage multiple tasks simultaneously, prioritize and meet deadlines.
• Enjoys creating, implementing, and executing processes for higher efficiency.
• Must be well-versed in Microsoft Office applications, and be a quick learner.

We offer competitive pay and a great opportunity for learning and growth.