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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. We are adding clients every week and we need your talents and energy at our firm!
Job: Full-time, Monday – Friday, 9am-5pm
Location: Sandy, Ut
Role and Responsibilities
Qualifications/Requirements:
We offer competitive pay and a great opportunity for learning and growth. All full-time employees enjoy substantial benefits. Our benefits include medical, dental, and vision with a generous company contribution and match to a qualified HSA. Basic life, AD&D, and Long Term Disability all paid by Capita! 401k plan with company match after 6 months of employment. Paid time off and 12 paid holidays!
The safety and security of our employees and our clients is top priority. All offers of employment at Capita Financial are contingent upon a clear background check.
Full Time
Business Services
$63k-75k (estimate)
12/16/2022
07/29/2024
capitaonline.com
SANDY, UT
50 - 100
Private
BRITNEY LITTLEDIKE
$10M - $50M
Business Services
The job skills required for Financial Services Associate include Financial Services, Planning, Microsoft Office, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Services Associate positions, which can be used as a reference in future career path planning. As a Financial Services Associate, it can be promoted into senior positions as a Financial Associate (Corporate) II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Associate. You can explore the career advancement for a Financial Services Associate below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Associate job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals, and ensure that clients are satisfied with their purchases.
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They also record financial transactions, update statements, and check financial records for accuracy.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Associate jobs
Those who aspire to become financial services associates at some point should also consider starting as a client service associate.
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Complete a Financial Adviser Standards and Ethics Authority (FASEA) approved Bachelor degree or equivalent.
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Step 3: View the best colleges and universities for Financial Services Associate.