Director | Wealth Management

Employer
One Capital Management, LLC
Location
Santa Barbara, California
Salary
100,000.00
Closing date
Oct 8, 2021

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
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Job Details

The Wealth Management team of One Capital Management is in search of a Director | Wealth Management to support the firm’s Santa Barbara based Family Office practice.  The Director | Wealth Management is a senior position and will play an integral role in the firm’s growth strategy. Key responsibilities include: working closely with the Managing Director of the Santa Barbara office to help run the business, creating customized financial plans, working on creating and developing marketing presentations, assisting in our social media strategy, helping service our client relationships, and as a liaison to our portfolio management team.

  • Working with the firm’s financial planning team to evolve our planning process.
  • Liaise with other departments internally including Senior Portfolio Managers, Sales/Marketing, Trading, and Investment Operations.
  • Analyzing client portfolios to facilitate investment decision & wealth-forecasting analysis.
  • Producing firmwide planning and strategy research.

Company

At One Capital Management we have one clear mission: To assist our clients in achieving their investment objectives at the least risk possible. Inherent in that is a fiduciary responsibility to protect the assets they have accumulated and to provide a level of comfort with their investments in the capital markets. Providing peace of mind is essential in helping clients make the right decisions, especially when their emotions might persuade them to do otherwise.

Find Us
Telephone
8054138869
Location
3075 TOWNSGATE RD
SUITE 350
WESTLAKE VILLAGE
CA
91361
United States

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