Careers


As our company continues to grow, we are always interested in adding new team members who share our passion for helping individuals and families realize their investing and financial goals.  The ideal candidate will be a self starter who possesses a strong work ethic, a willingness to learn and grow as a professional, a “can-do” attitude, a desire to serve clients in a professional manner  and is ready to become a member of our team.  


Current Openings

Wealth Manager:  

Basic Functions

  • The Wealth Manager position provides technical support to the lead advisor with regard to client service and delivery on designated clients.
  • The Wealth Manager will act as lead advisor on some client relationship.
  • Data gathering, modeling and case design that includes creating financial plans, reviewing investment portfolios, and preparing income tax returns.
  • The Wealth Manager will work with the lead advisor as part of a two person team serving each high net worth client relationship and will also act as lead advisor on some relationships along with a support advisor.
  • The Wealth Manager will also be a resource for less experienced advisors and is expected to assist them in their development as professionals. 

Responsibilities

  • Prepare net worth statements, wealth vision plan/cash flow analysis, income tax projections, retirement planning, investment portfolio review and other financial planning analyses.
  • Participate in planning meetings with clients throughout the year.
  • Take meeting notes and prepare follow up summaries.
  • Address client’s financial planning needs and prepare appropriate work product.
  • Delegate and review work of administrative support as appropriate.
  • Assist with billing process regarding designated client accounts.
  • Ensure that follow up items are completed timely for designated clients.
  • Prepare correspondence and paperwork for review and mailing.
  • Assist in the preparation of tax returns and related supporting schedules to ensure filing deadlines are met.
  • Complete other firm projects and initiatives as requested.

Skills

  • Organizational skills- prepare and organize spreadsheets and other information for director review and interpretation.
  • Strong Analytical skills- ability to review and interpret complex financial data.
  • Technical competence- comprehensive and technical knowledge of financial planning, investments and income taxes.
  • Time management- able to manage time well and handle multiple tasks.
  • Computer skills- knowledge and proficiency with computer applications (excel, word, QuickBooks, etc.)
  • Punctuality- ready to work on time and efficiently throughout the day.
  • Teamwork- ability to work on teams and in collaboration with others in a positive way.
  • Communication Skills- strong interpersonal skills; effective oral and written communication; ability to communicate professionally and confidentially with personnel, clients.
  • Career Minded: desire to make a long-term commitment to the firm and to the wealth advisory field.
  • Business Knowledge - Corporate Finance, Financial Planning and Strategy, Forecasting, Accounting, Developing Budgets, Analyzing Information , General Math Skills, Reporting Research Results, Managing Profitability

Education / Training

  • Bachelor’s Degree in Accounting, Finance or Business Preferred
  • CFP is required.
  • CPA or CPA candidate is a plus.  
  • Series 65 or similar is required

Experience

Work experience in wealth management/financial planning firm is required.

  

Job Title: Client Service Administrator

Basic Functions

  • The Client Service Administrator (CSA) position provides clerical and administrative support to the advisory staff with regard to supporting our client's needs.
  • Client account paperwork, scheduling, correspondence, back office support and general administrative support.
  • The CSA will work closely with the advisory staff as part of a team serving our high net worth client relationships.

Responsibilities

  • Prepare new account opening paperwork for client relationships and other related forms.
  • Interact with custodian and resolve any client account issues
  • Complete client wires, account transfer and journals as instructed
  • Confirm and verify trades
  • Set up client portfolios and assign accounts in our client performance reporting system.
  • Print reports and meeting materials as needed.
  • Assist in client meeting scheduling 
  • Scan and file properly documents in document management system.
  • General back office and phone support.
  • Represent the firm in a professional manner in person, over the phone and in all forms of written communication
  • Other such duties as may be assigned.  

Skills

  • Organizational skills- ability to be highly organized to perform duties assigned on time.
  • Accuracy - able to accurately perform assigned tasks in an efficient manner
  • Time management- able to manage time well and handle multiple tasks.
  • Computer skills- knowledge and proficiency with computer applications such as Excel, Word, Outlook and others. Prior experience with Worldox, Juxure, Black Diamond is a plus.  
  • Punctuality- ready to work on time and efficiently throughout the day.
  • Teamwork- ability to work well with others in a team environment.
  • Communication Skills- strong interpersonal skills; effective oral and written communication; ability to communicate professionally and confidentially with personnel, clients.
  • Career Minded: desire to make a long-term commitment to the firm.

Education / Training

  • High School Diploma or equivalent 
  • College degree or education preferred

Experience

Minimum of 5-years relevant work experience in wealth management or related field preferred (i.e. accounting, finance, investments, etc) is preferred.


Column Capital is an Equal Opportunity Employer.  All qualified candidates will be considered regardless of race, religion, color, sex, gender, sexual orientation, parental status, national origin, age, disability, family medical history, political affiliation, military service or any other protected classes.