Careers

It’s time to
get to work.

At Sebold Capital Management, we hire individuals who fit within the culture that we have built and maintained since founded in 1998. Our team members share a common vision – serving our clients – and they do so with the highest level of integrity.

We seek individuals that are exceptionally talented, yet always willing to learn. We want to work alongside individuals that have an aptitude to serve the needs of others.

Open Positions

This talented candidate will step into an instrumental entry-level admin role assisting our financial planning team:

Conduct research to support financial planning strategies.
Assist in the preparation of informative and engaging PowerPoint presentations for client meetings.
Provide administrative support to ensure smooth operations.
Assist with required client paperwork preparation.
Master systems such as CRM, custodian, and other financial planning programs.

Qualifications we're looking for in an ideal candidate:

Excellent Organizational Skills: The ability to efficiently manage multiple tasks, prioritize responsibilities, and maintain meticulous attention to detail is essential in this role.
Strong Communication Skills: Clear and effective communication, both written and verbal, is crucial for interacting with team members and clients.
Proficiency in Office Software: Familiarity with Microsoft Office suite (Word, Excel, PowerPoint) and other relevant software tools is important for completing administrative tasks and preparing client presentations.
Resourcefulness and Problem-Solving Abilities: The capacity to think critically, solve problems independently, and adapt to changing priorities is highly valued in our fast-paced environment.
Customer Service Orientation: A friendly and professional attitude, along with a commitment to providing exceptional service to both internal and external stakeholders, is key.
Basic Understanding of Financial Concepts: A basic understanding of financial terminology and concepts will be advantageous in supporting the planning team.
High Level of Autonomy: The ability to take ownership of tasks, work independently, and make decisions confidently is important, given the level of autonomy expected in our office culture.

The ideal candidate would be someone who thrives in a collaborative team environment yet is self-motivated and capable of working independently when needed. They should be proactive, adaptable, and eager to learn, with a positive attitude and a willingness to take on new challenges.

THIS IS NOT A REMOTE POSITION.

Please send resume to careers@seboldcapital.com. No phone calls at this time please. EOE

The Benefits

Competitive Salary
401k Plan
Life, Health, Vision, and Dental insurance
Paid-Time off including 9 paid holidays
Innovative small-office culture that values each team member’s input
Employee lunches and outings
Class A office near I-88
Office building gym

More than an intern

Sebold Capital’s internship program provides students with the opportunity to gain experience in the fee-only wealth management industry. Interns are given projects that help meet important business needs, but also offer challenging assignments to learn, grow, and succeed.

Sebold Capital is currently seeking Interns who can work 10-20 hours per week during the 2024-2025 school year. Interns can expect to work on projects including but not limited to economic data analysis, capital markets research to be used in portfolio construction and quarterly market reviews.

Interns will develop their existing Excel and PowerPoint skills and learn Morningstar Advisor Workstation.

Please forward your resume to careers@seboldcapital.com.

Careers

It’s time toget to work.

Open Positions

The Benefits

More than an intern

It’s time to
get to work.