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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 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

Have an undergraduate degree along with a CFP, CFA, or MBA.
Have 10+ years of wealth management experience (ideally as an independent Registered Investment Advisor).
Have an established and portable book of business or a referral network that will allow you to recreate a book of business with us.
Be 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.
Be well versed in various investment and financial planning topics.
Be committed to excellent client service.
Be a knowledgeable and trusted advisor to sophisticated high net worth and ultra-high net worth clients.
Have a love for sales and have refined your presentation skills to appeal to a variety of audiences.
Place a high value on being authentic, respectful, and engaging.
Be a seasoned listener, using critical intel to help craft your strategy.
Be 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
Financial planning

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

Generous time-away and 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
Competitive salary
Bonuses
Company-funded retirement contribution
Paid time off
Medical
Dental
Retirement plan where Capital contributes 15% of your eligible earnings

About the Company

Capital Group is committed to fostering a strong sense of belonging in a respectful workplace.
We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences.
We believe that belonging leads to better outcomes and a stronger community of associates united by our mission.
At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
We will provide you with world-class marketing and investment solutions, administrative support, compliance oversight, wealth planning expertise, and investment management.
Our support structure is ideally suited to navigate ongoing changes in the financial services industry and to address competitive forces.
We recently expanded our investment platform, allowing experienced advisors to easily transition existing client assets not currently invested in Capital Group services.
Our robust platform gives clients access to an array of services including separate accounts, mutual funds, private equity, alternative strategies, and hedge funds.
In addition to core investment strategies managed by various Capital Group units leveraging the distinctive Capital System™, advisors can selectively use outside managers relying on research and support from our in-house manager research team.
You will have access to our Wealth Advisory and Client Solutions Groups experienced professionals with expertise in such areas as accounting, taxation, estate planning, business transition, stock options, financial and legacy planning, asset allocation, and philanthropy.
At Capital Group, the success of the people who invest with us depends on the people in whom we invest.
That’s why 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.
Find us on LinkedIn, Instagram, YouTube and Glassdoor.

Equal Opportunity

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment.
As equal opportunity employers, our 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.