Capitol Wealth Management is a comprehensive fee and commission based financial planning practice located in Sacramento, CA. We offer a collaborative, challenging workplace with great opportunities for growth and compensation.
For over 30 years we have striven to provide our clients with exceptional service in the areas of asset management, financial planning, and insurance benefits.
We are looking for an experienced, energetic, organized and proactive operations and marketing manager who takes ownership and responsibility, enjoys learning, and wants to grow professionally. We value someone who is skilled at assessing priorities and has exemplary follow through.
Oversees and manages work flows for ongoing tasks and special projects Analyzes and prioritizes projects and creates a schedule for timely completion Organizes strategic planning with owner and staff Updates company website and maintains marketing newsletter and coordinates and plans events Works with database and CRM systems Creates workflows for office tasks and special projects Develops and maintains written systems of all activities Ensures office uses latest technology and most efficient method of work processing
SKILLS & REQUIREMENTS
Must be able to pass a background test Minimum of 3 years in the financial advisory/planning field Investment and/or Insurance licensed Editing and writing skills to initiate, compose, format, proofread and carefully edit various professional business documents and correspondences Strong organizational and time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions Advanced computer skills and experience in using Microsoft Suite, electronic email, internet, databases, presentation and graphic software and other standard office desktop applications; must be able to perform urgent IT requests from staff members Experience managing staff and projects
Negotiable/commensurates with experience
Benefits include health, dental, vision insurance, retirement plan, and paid vacation and holidays. Salary is negotiable and commensurate with licensing, education and experience. Please submit cover letter, resume, and salary requirements.
Job Type: Full-time
Minimum 3 years in the Financial Planning field
Securities and insurance licenses preferred
About Capitol Wealth Management
Capitol Wealth Management is a comprehensive fee-based financial planning practice located in Sacramento, CA. We offer a collaborative, challenging workplace with great opportunities for growth and compensation. Our clients are among Sacramento’s most prestigious professionals. For over 25 years we have provided our clients with exceptional service in the areas of estate legal services, asset management, financial planning, employee benefits and insurance.