Wealth Management Associate: Forecasting & Planning

One Capital Management, LLC; Westlake Village (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health care plan

401(k) Plan

Wellness Program

PTO

Continuing education sponsorship

Job summary

One Capital Management, LLC in Westlake Village, CA seeks an Analyst to support its Wealth Management Group. You will work with senior professionals to build capital asset forecasts, analyze client portfolios, and develop personalized wealth plans.

You will receive extensive training in our analytics tools and engage in estate, tax planning discussions, and client presentations. A bachelor’s degree and 1–2 years in wealth planning are preferred; proficiency in eMoney, Excel, and PowerPoint is

Qualifications

• Bachelor's degree required; 1-2 years in wealth planning preferred.
• Strong analytical and problem-solving skills with curiosity.
• Experience with eMoney, PowerPoint and Excel required.
• Morningstar Direct and Holistiplan a plus.

Responsibilities

• Support senior professionals in constructing capital asset forecasts.
• Analyze client portfolios to create wealth forecasts and investment plans.
• Produce wealth forecast analyses and client-specific materials.
• Interpret analyses to guide investment and planning recommendations.
• Assist in creating and quality‑controlling wealth forecast presentations.
• Participate in beta testing for analytical tools and software.
• Collaborate on client planning issues within a team context.

Skills

Analytical thinking

Problem solving

Communication

Attention to detail

Teamwork

Education

Bachelor's degree

Tools

eMoney

PowerPoint

Excel

Morningstar Direct

Holistiplan

Job description

One Capital Management, LLC in Westlake Village, CA seeks an Analyst to support its Wealth Management Group. You will work with senior professionals to build capital asset forecasts, analyze client portfolios, and develop personalized wealth plans.

You will receive extensive training in our analytics tools and engage in estate, tax planning discussions, and client presentations. A bachelor’s degree and 1–2 years in wealth planning are preferred; proficiency in eMoney, Excel, and PowerPoint is