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Capitas Financial jobs and careers

Minneapolis, MN, United States

About Capitas Financial

Capitas Financial is the premier partner for Financial Advisors, providing insurance solutions for investment, tax, retirement, estate, business and financial life planning needs. Formed in 2001, Capitas Financial was founded on the strength and reputation of its founding members and was created to establish strong and strategic alliances with leading insurance carriers and financial institutions. Capitas offers an unparalleled planning process and selection of life, disability and long-term care insurance products, as well as sophisticated technology and cutting-edge marketing capabilities; all supported by local and dedicated sales management teams. Our experienced local Capitas Point of Sale are supported by a team consisting of Case Designer, Internal Marketer, Case Manager and Licensing and Appointment Professionals. Capitas local Point of Sale are also supported by Capitas’ industry leading and nationally recognized Private Wealth Team. The Capitas Private Wealth Team of “Special Ops” experts enable a wide range of insight and expertise related to Wealth Transfer & Estate Planning, Business Planning & Executive Benefits, High Limit Disability, Underwriting, Private Placement, Sports and Entertainment, International Capabilities and Premium Finance. Website: www.capitasfinancial.com Locations: www.capitasfinancial.com/locations Career Opportunities: www.capitasfinancial.com/careers Contact Us: www.capitasfinancial.com/contact-us Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080.

Founded
2001
Employees
350
Headquarters
Minneapolis

Leadership

The top of Capitas Financial's org chart, with how many people report into each leader.

BMPhoto of Blake Mohr

Blake Mohr

Chief Executive Officer

50 reports

CCPhoto of Charles B. Wold Clu, Chfc

Charles B. Wold Clu, Chfc

Managing Director & Vice President Private Wealth Management Group

22 reports

TK

Tom Kingsley

Senior Vice President

22 reports

GRPhoto of Gina Ross

Gina Ross

SVP

1 report

REPhoto of Richard Esterly

Richard Esterly

President

KL

Kevin M. Lauer

Vice President, Managing Partner

Jobs at Capitas Financial

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