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We are a firm with a clear focus: people first.

Current Openings

We’re seeking talented people to fill the following positions on our growing team. If you are a client-focused, results-driven professional interested in a career in wealth management, we encourage you to apply to Caprock.

If you don’t see a position that aligns with your skills, feel free to send us your resume through the Open Application position. 

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Employee Benefits

Grow professionally
and enjoy generous benefits

  • Competitive base salary and bonus structure
  • 100% employer-paid premiums for employees and dependents for medical, dental, and vision
  • Employer-paid premiums for employees’ life insurance
  • Caprock HSA contributions
  • 401(k) employer contributions
  • Dependent care flexible spending accounts
  • Employee Assistance Program (EAP)
  • Generous Flexible Time Off
  • Work-life flexibility
  • 10 paid holidays
  • Reimbursement for certifications and continuing education
  • Cell phone reimbursement
  • Paid parking

"I joined Caprock because of the firm’s authentic commitment to impact investing. It is incredibly rewarding to help clients align their investments with their values and support the flow of capital to important environmental and social challenges."

— Sophie Kelly
Associate Director, Impact Investments, Caprock

“Caprock works hard to make sure that everyone in the company is in the right place to succeed, both individually and team by team. I love that I get to work at a company that has built a culture of caring about individuals first and outcomes second. That culture encourages every contributor to find their place and thrive, and the growth we each see each day is a natural result.”

— Matt Swanson
Reporting Systems Lead, Caprock

“I've never felt so trusted and supported in my career as I do at Caprock. I can show up authentically, and I have everything I need to succeed.”

— Nicki Northcott
Client Advisor, Caprock

“As someone who started as an intern when Caprock opened its doors, I believe that the commitment to culture has been a fixture over the years and has helped propel our company to new heights since 2005. The talent of our team has always been a reflection of our success.”

— Dallas Mock
Managing Director, Client Advisor, Caprock

“Working at Caprock has been an incredibly rewarding experience for me. The people here are truly amazing, and the sense of teamwork and collaboration is unparalleled. I appreciate the healthy work-life balance that Caprock promotes, which allows me to thrive both professionally and personally.”

— Julia Zambataro
Managing Director of Client Experience, Caprock

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Our Values

Intellectually Curious

Every family we serve is unique, therefore we need people who enjoy finding creative solutions to meet client needs by continuously expanding their knowledge and expertise.

Client-minded

As advocates and financial partners, we build collaborative relationships with our clients. Our mission is for each interaction with a client to be courteous and helpful.

Entrepreneurial

Caprock was founded by entrepreneurs inspired by a shared creative vision. We continue to build and grow by attracting talented professionals who are passionate about what they do.

Focused and Observant

Our focus is on providing exceptional service for each of our clients. For that reason, we are meticulous in our work.

Awards & Recognitions

Barron’s Top 100 RIA Firms

2024 • 2023 • 2022

USA Today Best Financial Advisory Firms

2024

Wealth Solutions Report Exemplar Awards Family Office of the Year

2024

Financial Advisor Magazine America’s Top RIA Firms Annual Survey

2024 • 2023

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