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Build Your Future at CapitalPoint Financial

Where Expertise Meets Opportunity in Finance

Join a team that’s redefining financial services through innovation, integrity, and impact. At CapitalPoint Financial, we don’t just manage assets – we build futures, starting with yours.

Open Roles & Career Opportunities

We’re growing! and we want ambitious professionals to grow with us.


Now hiring in departments including:

Senior Accountant
Administrative Assistant
Health Insurance Consultant
Health & Wellness Assistant

Why Join CapitalPoint Financial?

Innovative Financial Solutions

We’re at the forefront of investment management, wealth planning, and corporate finance – delivering smart, client-driven strategies with real-world results.

Collaborative, High-Performing Culture

We believe the best ideas emerge from shared insights. Work alongside driven professionals in a supportive, team-based environment.

Clear Paths for Career Advancement

From mentorship to leadership training, we empower employees at every level to grow and lead.

Purpose-Driven Mission

We empower our team to deliver exceptional financial strategies while fostering professional growth and ethical leadership.

Community & Impact Focus

Based in Glenview and proud of our roots, we actively support local causes and encourage employees to engage in meaningful community work.

Our Culture & Values

We cultivate a work environment that’s fast-paced, inclusive, and driven by excellence, where every voice matters and ambition is rewarded.

This past weekend, our CapitalPoint Financial family came together for a casual company picnic right here in beautiful Glenview – and what a perfect day it was!

Our Core Values:

Integrity – We hold ourselves to the highest ethical standards.

Client-Centric Approach – Every decision starts with the client in mind.

Innovation – We embrace change and seek smarter solutions.

Teamwork – We grow stronger by working together.

Accountability – We own our work and its outcomes.

Benefits & Perks

Your success is our investment.

Competitive Compensation

Industry-leading salary, performance bonuses, and profit-sharing incentives.

Comprehensive Health Coverage

Medical, dental, vision, HSA/FSA options.

Retirement & Wealth Building

401(k) with employer match, financial wellness programs.

Professional Development

Sponsored certifications, mentorship programs, internal mobility, and learning stipends

Work-Life Balance

Flexible work hours, remote/hybrid opportunities, generous PTO, and wellness initiatives.


What Our Team Says

“CapitalPoint fosters growth—I’ve advanced my career while working with industry leaders who genuinely care about my success.”

— Samantha L., Senior Investment Analyst

“The culture here is unmatched. From leadership accessibility to ongoing training, I feel valued and inspired every day.”

— David R., Client Services Manager

Ready to Shape the Future of Finance?

We’re looking for thinkers, doers, and leaders. Whether you’re a seasoned professional or a rising talent, there’s a place for you at CapitalPoint Financial.

©2025 CapitalPoint Financial

General Inquiries

Contact: [email protected]

Illinois: 450 Di Paolo Center Suite B, Glenview, IL 60025

Texas: 6015 Pine Forest Rd Houston TX 77057-1431

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