Financial Planning Intern

Capita Financial NetworkDraper, UT

Apply with Sonara

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.¹

Reclaim your time by letting our AI handle the grunt work of job searching.

We continuously scan millions of openings to find your top matches.

Overview

Schedule

Flexible-schedule

Full-time

Career level

Senior-level

Benefits

Career Development

Job Description

Who we are: Capita is a fast-growing RIA firm. We focus on building long-lasting relationships with individuals, families, and business owners through comprehensive financial planning. We are growing quickly, and we need your talents and energy at our firm!

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: Draper, 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 2026 or early 2027.
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.

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.

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

Apply with Sonara Apply manually

FAQs About Financial Planning Intern Jobs at Capita Financial Network

What is the work location for this position at Capita Financial Network?

This job at Capita Financial Network is located in Draper, UT, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Capita Financial Network?

Employer has not shared pay details for this role.

What employment applies to this position at Capita Financial Network?

Capita Financial Network lists this position under the following employment categories:

Flexible-schedule
Full-time

What experience level is required for this role at Capita Financial Network?

Capita Financial Network is looking for a candidate with "Senior-level" experience level.

What is the process to apply for this position at Capita Financial Network?

You can apply for this role at Capita Financial Network either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.