West Capital Wealth Management

West Capital Wealth Management Working with us may be different than other firms. Our goal is to take the complexity of Wall Street and simplify it for Main Street. �

09/17/2025

🚨 We’re Hiring – Join Our Team at West Capital Wealth Management! 🚨

We’re excited to announce that we are expanding our team and currently hiring for two positions:

1️⃣ Receptionist

Be the first point of contact for our clients and help us deliver a welcoming, professional experience. This role focuses on front desk support, answering calls, greeting clients, and assisting with administrative tasks.

2️⃣ Client Associate / Operations Lead

A hybrid role that combines client service with office operations.
Key Responsibilities:
• Support multiple financial advisors.
• Manage client interactions to ensure they receive top-tier service.
• Oversee office operations such as ordering supplies, maintaining organization, and coordinating daily workflows.
• Help plan and coordinate client and team events.
• Manage calendars, schedule meetings, and ensure smooth office logistics.

💵 Compensation & Perks:
• Competitive pay based on experience and qualifications
• Performance-based bonuses
• Comprehensive benefits package
• Opportunities for growth within a dynamic and supportive team environment

If you’re interested—or know someone who would be a great fit—send us a message!

01/10/2025

Congratulations Erin!! 👏🏼

04/27/2024

💡The Consumer Price Index rose 3.5% in March, surpassing expectations and signaling an acceleration for inflation. Here's what you need to know:

▪️ This unexpected rise is largely due to increases in shelter and energy costs. 🏠⚡
▪️ The Federal Reserve may delay interest rate cuts as a result.
▪️ This impacts you as an investor by potentially affecting market trends and the timing of your investments.
▪️ Stay informed and adjust your investing strategy accordingly. Remember, knowledge is power when it comes to managing your finances.



Source:

U.S. Households have seen total wealth increase by $13.5 trillion since the Fed, at its November 2023 meeting, said it w...
04/15/2024

U.S. Households have seen total wealth increase by $13.5 trillion since the Fed, at its November 2023 meeting, said it was pivoting to a more accommodating monetary policy from a more restrictive approach. The stock market has led the way, but the bond market isn’t too far behind. Household debt service payments as a percentage of disposable income continue to trend lower. The chart is through October 2023, asking, “How much of that $13.5 trillion will redirect toward managing household debt?”

Capturing the essence of collaboration and camaraderie! 💪🏼👥 Grateful for this incredible group that brings their A-game ...
08/19/2023

Capturing the essence of collaboration and camaraderie! 💪🏼👥 Grateful for this incredible group that brings their A-game every day. Here’s to achieving all goals and celebrating every milestone! 🎉

We're currently looking for a “Front-office Receptionist,” who will also be supporting wealth management advisors. This ...
01/06/2023

We're currently looking for a “Front-office Receptionist,” who will also be supporting wealth management advisors. This opportunity has the chance to grow into a full time position. We're currently looking for someone Monday- Friday from 9am to 2pm.

Some of the job requirements and roles are listed below:
- Financial services experience is beneficial
- Proficient in Microsoft Office (Word, Excel, Powerpoint and Publisher)
- Maintain the office calendar, schedule all conferences, meetings and on-site events
- Detail oriented
- Ability to multi-task
- Answer phones, screen and direct calls
- Provide direction to all callers and respond to general inquiries
- Provide administrative support to create, modify or finalize documents as directed
- Send and receive mail and packages
- Receive incoming communications and distribute as directed to appropriate staff
- Providing information and directions to vendors, facilities staff and other service providers as required to ensure excellent coordination and ex*****on of work with minimal disruption to office environment.
- Providing support for meetings, coordinated events and moves, serving as a key point of contact.
- Maintaining reception area and providing guest support, mail and courier services, office supplies and equipment maintenance.

Job Type: Part-time

Salary: $18.00 - $20.00 per hour

Benefits:
- Paid time off

“If you want to go fast, you can go alone but if you want to go far, you go together” Seeing our team among the nations ...
07/27/2022

“If you want to go fast, you can go alone but if you want to go far, you go together”

Seeing our team among the nations top advisors has been a great experience. Looking forward to the future of this firm 🏢

Good vibes 😎 ⛳️
07/20/2022

Good vibes 😎 ⛳️

Coming together and raising money for a great cause
07/09/2022

Coming together and raising money for a great cause

Amazing venue last week ⛳️
07/08/2022

Amazing venue last week ⛳️

Such a pleasure having Aaron and Sanya out supporting our event. Absolutely amazing individuals, thank you both for the ...
07/07/2022

Such a pleasure having Aaron and Sanya out supporting our event. Absolutely amazing individuals, thank you both for the support 🙏🏻

Address

548 Gibson Drive
Roseville, CA
95678

Telephone

+19168865380

Website

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