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One Capital Management, LLC · 1 day ago

Wealth Management Analyst

Westlake Village, CA

Full-time

Onsite

Entry Level

$70K/yr - $90K/yr

1+ years exp

One Capital Management, LLC is a leading global wealth management firm that offers diversified wealth management services to private clients and institutions. The Wealth Management Analyst will support the firm’s Wealth Management Group by assisting senior professionals in constructing capital asset forecasts and analyzing client portfolios to create personal wealth forecasts and investment plans.

Asset ManagementFinancial ServicesWealth Management

Responsibilities

Working with senior investment professionals to construct capital asset forecasts

Analyzing client portfolios to create personal wealth forecasts, investment plans, and investment policy statements

Completing complex Wealth Forecasting Analyses (WFAs) and creating customized analyses for specific client situations

Interpreting data from analyses to assist advisors in making investment and planning recommendations for clients and prospects

Assisting in the creation and quality control of wealth forecast presentations and other client-facing materials

Participating in beta testing for enhancements to the firm’s analytical tools and software

Working as a collaborative team member on various projects and contributing to brainstorming sessions on client planning issues

Developing expertise in asset allocation theory, taxes, and retirement, trust, and estate planning issues

Qualification

Wealth planningEMoney softwarePowerPointExcelMorningstar DirectHolistiplanAnalytical skillsCPWA®CFA®CFP®Communication skillsAttention to detailTeam collaboration

Required

A bachelor's degree is required

Candidates should have 1-2 years of experience in wealth planning or a related financial services field

Excellent analytical and problem-solving skills are required, along with intellectual curiosity and the ability to think creatively

Experience with or mastery of eMoney software, PowerPoint, and Excel are required

Strong communication (both written and verbal) and interpersonal skills are essential, coupled with a desire to develop presentation abilities and a willingness to accept feedback

Must possess strong attention to detail and the ability to prioritize, multitask, and work effectively under pressure to meet tight deadlines

The candidate must be comfortable working independently while also collaborating as part of a team

Preferred

Experience with Morningstar Direct and Holistiplan is a plus

Completion of or progress towards a CPWA®, CFA®, or CFP® designation is a plus

Benefits

Competitive base salary and annual bonus potential.

Eligibility to participate in the company's health care plan. Current plan options include select plans that cover the full premium for employees and their eligible dependents.

Participation in the Company 401(k) Plan, available from the first day of hire.

A company Wellness Program, which includes reimbursement of up to $75.00 per month for membership fees.

Company sponsorship for approved continuing education and professional development.

Company

One Capital Management, LLC

Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt organizations and retirement plans.

Founded in 2001

Westlake Village, California, USA

51-200 employees