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 & 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.
