Wealth Management Financial Planner

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

Area of Interest

Private Client, Wealth Management

Company Description

One Capital Management, LLC (“OCM”) is a leading global wealth management firm that offers diversified wealth management services to private clients, endowments and foundations, investment companies and institutions in the U.S. and Canada. OCM is well-positioned to tailor wealth management solutions for its clients through its wealth forecasting group and integrated investment management service.

• Global depth and resources.
• Proprietary wealth management capabilities.
• Customized investment solutions delivered through our portfolio management group coupled with alternative investments integrated where appropriate.
• Over $8 Billion assets under management.

Position Description

The One Capital Management Wealth Management Group is in search of an analyst to support the firm’s Wealth Management Group. The Associate will play an essential role in the firm’s growth by supporting the Wealth Management Group’s senior professionals. This position is designed for a candidate eager to build a strong foundation in wealth management. The Associate will receive extensive training on our internally developed analytical tools and custom analytics, becoming well-versed in asset allocation theory, taxes, and retirement, trust, and estate planning issues. The Wealth Management team focuses on delivering the full scope of the firm’s wealth and advanced planning capabilities to private clients, foundations, endowments, and investment advisors.

Specific responsibilities may include but not limited to:

• 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.

Job Requirements

• 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.
• Experience with Morningstar Direct and Holistiplan is a plus.
• 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.
• Completion of or progress towards a CPWA®, CFA®, or CFP® designation is a plus.

Compensation and Benefits

One Capital Management offers competitive compensation and benefits package designed to attract and retain top talent. The total compensation for each role will commensurate with the candidate’s experience and the responsibilities of the position.

The package includes:

• 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.
• A flexible and responsible paid time off (PTO) policy.
• Company sponsorship for approved continuing education and professional development.

Pay Range: $70,000.00 - $90,000.00

Equal Opportunity Employer

One Capital Management, LLC is an Equal Opportunity Employer.