Careers With United Capital

Changing an industry starts with extraordinary people. We’re always looking for passionate individuals to join our team.

Our Mission

We improve lives by bringing truth, understanding, and discipline to the financial choices people make every day. If you’re looking for a rewarding career and a culture that’s unique in our industry, we want to hear from you.

See Our Current Career Openings
Financial Advisor Careers with United Capital

What's Life Like at United Capital?

Watch and understand from our employees what work life is like at United Capital.

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Benefits and Perks

We’re not your typical financial industry work environment. Our commitment to helping people live richly extends to our employees as well as our clients.

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  • Generous paid time off
  • Health, dental, vision, and life insurance coverage
  • HSA and FSA offerings
  • 401(k) with company matching
  • Company-sponsored reimbursement for ongoing education and professional development
  • Annual volunteer day
  • Unlimited snacks and beverages
  • Seasonal company-wide outings
  • Birthday recognition and gift
  • And much more!







Our Offices and Financial Advisors

Our firm has some of the most knowledgeable and caring advisors and business professionals. Working together around the country, our team has the resources and proven systems to help our clients live richly.

We are based in Newport Beach, California, with an operations hub in Dallas, Texas.

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About Financial Life Management

We believe a person’s financial life isn’t just about money; it’s about their entire life. We help clients make better decisions by using our judgement, creativity, and empathy to guide and optimize how they make financial decisions. We call that process Financial Life Management.

That’s why we built United Capital: to reimagine wealth management so that money serves our clients and the life they want, not the other way around.

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Personalized Wealth Management with MoneyMind

United Capital Financial Advisers, LLC

United Capital Financial Partners, Inc., the parent company of United Capital Financial Advisers, LLC (United Capital) and its pension-consulting affiliate, is a large and fast-growing Financial Life Management firm. United Capital is a Registered Investment Adviser (RIA) offering clients objective financial guidance and an open architecture investment platform that enables a wide array of investment management solutions tailored specifically to our clients’ needs.