Staff

Mission & Values

Seventy2 Capital Wealth Management is committed to supporting clients in achieving their most important financial goals. We do this through identifying the client’s most important goals and objectives and developing and managing a robust, tax-efficient investment strategy to achieve those objectives.

 

Integrity – Seventy2 Capital is a trustworthy partner committed to our clients’ most important goals. We value honesty, integrity, and following through on our promises.

 

Opportunity – We are continually identifying ways to support our clients to achieve their personal goals by identifying attractive investment opportunities in the marketplace.

 

Contribution – We operate with a service-oriented mindset. This means we are constantly asking how we can make a difference to our clients, team members, and the community.

Culture

Seventy2 Capital fosters a culture of growth and service. Our team members share a common vision – one of ownership, collaboration, and creating something unique. This environment challenges our team to be creative and collaborative, to consider more alternatives, and to find the solution that best fits our client’s needs. We are positive, welcoming, supportive, professional, caring, knowledgeable, motivated, and trustworthy to create a fulfilling working environment.

 

To support this culture, our offices host team-building events throughout the year. This includes educational seminars over lunch, happy hours, charity drives, pickleball tournaments, and more. We host an Annual Conference in which all team members are invited to join us on an overnight retreat to meet their colleagues from other regions and learn from our industry partners. Additionally, we have a Women in Finance group that meets quarterly for networking, career development, recruiting, and philanthropic events.

Open Positions

Wealth Associate

 

We are seeking to hire an experienced Client Service professional. This is a unique opportunity for someone looking to work in a fast-paced, energetic environment and grow their skills and experience by learning from an accomplished, entrepreneurial executive and leader.

 

https://www.seventy2capital.com/wealth-associate/

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