We are always looking for individuals who want to use their knowledge and experience to become true advocates and financial partners for the families that we serve.
SEE JOB LISTINGS
We love what we do each day at Caprock — both what we do for clients and the people we work with. We strive to create a workspace where curiosity and growth thrive by encouraging professional development, teamwork, and a welcoming work environment.
Your health and the health of your family is the most important asset you have. Our generous benefits package includes medical, dental, and vision insurance to promote wellness so you can take care of your health and well-being.
We want to make planning for retirement just a little easier by contributing the maximum allowed in your 401(K) regardless of employee contribution.
We believe quality time outside of work is crucial to healthy living. That is why we provide generous paid time off, flexible schedule, and paid holidays.
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.
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.
Caprock was founded by like-minded entrepreneurial individuals inspired by a shared creative vision. We continue to build and grow by attracting talented professionals who are passionate about what they do.
Our focus is providing exceptional service for each of our clients. For that reason, we are meticulous in the services we provide.
The Client Advisor will be responsible for leading and developing relationships with our UHNW clients to provide world-class service. As the Client Advisor, you will be the point of contact for the client’s investments and other financial endeavors.
The Client Experience Specialist will be essential to providing a world-class client experience. You will work directly with colleagues, clients, prospective clients and vendors. The successful person in this role will enjoy working with internal and external clients and understand how their needs are a top priority.
The Client Experience Specialist will be essential to providing a world-class client experience. You will work directly with colleagues, clients, prospective clients and vendors. The successful person in this role will enjoy working with internal and external clients and understand how their needs are a top priority.
The Client Advisor will be responsible for leading and developing relationships with our UHNW clients to provide world-class service. As the Client Advisor, you will be the point of contact for the client’s investments and other financial endeavors.
We are always looking for individuals who want to use their knowledge and experience to become true advocates and financial partners for the families we serve. Don’t see an opening that matches your skills? Send us your resume for future opportunities.