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About the Role
As a Private Wealth Advisor on our Private Client Services team, you will cultivate and foster client relationships, build your own practice, and focus on exceptional investment results, holistic wealth planning, and client experiences. You will meet with clients, prospects, and referral sources to develop a book of business and work alongside a diverse team to serve individuals, families, foundations, and endowments.
Responsibilities
- Work directly with clients to cultivate and foster relationships within Capital Group.
- Build your own practice and focus on what really matters.
- Focus on exceptional investment results, holistic wealth planning and exceptional client experiences.
- Meet with clients, prospects, and referral sources to develop a book of business.
- Work alongside a diverse team of advisors to serve a wide array of individuals, families, foundations, and endowments.
Requirements
- An undergraduate degree along with a CFP, CFA, or MBA.
- 10+ years of wealth management experience (ideally as an independent Registered Investment Advisor).
- An established and portable book of business or a referral network that will allow you to recreate a book of business with us.
- Actively involved in your community, and engaged with charitable organizations.
- Cultivate a strong network of wealthy clients who value the expertise you bring to the table.
- Well versed in various investment and financial planning topics and committed to excellent client service.
- A knowledgeable and trusted advisor to sophisticated high net worth and ultra-high net worth clients.
- A love for sales and refined presentation skills to appeal to a variety of audiences.
- A seasoned listener, using critical intel to help craft your strategy.
- Present in the moment and pay careful attention to subtle verbal and nonverbal cues.
Skills
- Investment results
- Holistic wealth planning
- Client experiences
- Sales
- Presentation skills
- Listening
- Critical thinking
- Authenticity
- Respectfulness
- Engagement
Work Type
- Flexible work options
Experience Level
- 10+ years of wealth management experience
Education Level
- Undergraduate degree
- CFP
- CFA
- MBA
Salary/Compensations
- $100,000 + applicable sales commissions and bonuses
Benefits
- Competitive salary
- Bonuses
- Benefits
- Company-funded retirement contribution
- Generous time-away
- Health benefits from day one
- 2-for-1 matching gifts for charitable contributions
- Opportunity to secure annual grants for organizations
- On-demand professional development resources
- Standard benefits package including paid time off, medical, dental and retirement
- Individual annual performance bonus
- Capital's annual profitability bonus
- Retirement plan where Capital contributes 15% of your eligible earnings
About the Company
- At Capital Group, the success of the people who invest with us depends on the people in whom we invest.
- We offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers.
- Through nine decades, our goal has been to improve people’s lives through successful investing.
- We know that our history is a testament to the strength of the people we hire.
- More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day.
Equal Opportunity
- We comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment.
- Policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.