SVP, Private Wealth Advisor

24 hours ago

Los Angeles CA United States Capital Group Full time

Within the Capital Group, Private Client Services is the organization that services the complex needs of the wealthiest investors. Started almost five decades ago as a family office managing the assets of Capital Group's founders, senior executives and loved ones, today PCS manages over $30B for over 1,500 ultra-high net worth (UHNW) families, endowments and foundations. PCS is the only division within CG that works directly with our clients to meet their unique goals and objectives with respect to asset allocation, financial planning, wealth transfer or trust services.

"I can succeed as a Private Wealth Advisor at Capital Group."

As a Private Wealth Advisor on our Private Client Services team, you will work directly with clients to cultivate and foster relationships within Capital Group. You will have the opportunity to build your own practice and focus on what really matters. You will focus on exceptional investment results, holistic wealth planning and exceptional client experiences. You'll meet with clients, prospects, and referral sources to develop a book of business. You will work alongside a diverse team of advisors to serve a wide array of individuals, families, foundations, and endowments.

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.

"I am the person Capital Group is looking for."

  • You have an undergraduate degree along with a CFP, CFA, or MBA.

  • You have 15+ years of wealth management experience (ideally as an independent Registered Investment Advisor). You have an established and portable book of business or a referral network that will allow you to recreate a book of business with us.

  • You are actively involved in your community, engage with charitable organizations, and cultivate a strong network of wealthy clients who value the expertise you bring to the table.

  • You're well versed in various investment and financial planning topics and committed to excellent client service.

  • You are a knowledgeable and trusted advisor to sophisticated high net worth and ultra-high net worth clients. Your expertise will help clients reach their financial and life goals.

  • You have a love for sales and have refined your presentation skills to appeal to a variety of audiences. You place a high value on being authentic, respectful, and engaging.

  • You are a seasoned listener, using critical intel to help craft your strategy. You are present in the moment and pay careful attention to subtle verbal and nonverbal cues.

Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $100,000 + applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.


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.

#J-18808-Ljbffr

  • SVP, Private Wealth Advisor

    3 weeks ago

    Los Angeles, United States Capital Group Full time

    Within the Capital Group, Private Client Services is the organization that services the complex needs of the wealthiest investors.Started almost five decades agoas a family office managing the assets of Capital Group's founders, senior executives and loved ones, today PCS manages over $30B for over 1,500 ultra-high net worth (UHNW) families, endowments and...

  • Private Wealth Associate

    1 month ago

    Irvine, CA, United States Wealth Coast Wealth Management Full time

    The Private Wealth Associate is responsible for the execution of all recommendations made for clients as they move through the financial planning process with the Private Wealth Advisor (Lead Advisor). They will also be responsible for providing a high level of client service to enhance the overall client experience. The Private Wealth Associate will be...

  • Private Wealth Associate

    4 weeks ago

    Irvine, CA, United States Wealth Coast Wealth Management Full time

    The Private Wealth Associate is responsible for the execution of all recommendations made for clients as they move through the financial planning process with the Private Wealth Advisor (Lead Advisor). They will also be responsible for providing a high level of client service to enhance the overall client experience. The Private Wealth Associate will be...

  • Private Wealth Advisor

    2 days ago

    Los Angeles, CA, United States Capital Group International Inc. Full time

    As a Private Wealth Advisor you will work directly with high-net-worth individuals and high-complexity families to create customized and comprehensive wealth management plans for protecting and growing their wealth across generations. Help nonprofit foundations and endowments realize their long-term financial objectives through effective planning and...

  • Private Wealth Support Advisor

    1 month ago

    Richmond, VA, United States CrossPoint Wealth Partners Full time

    We are seeking a Private Wealth Support Advisor (Level II) to join our team, dedicated to providing exceptional service in executing and implementing financial plans for high-net-worth families. Your role will be pivotal in ensuring that our clients' financial strategies are executed with precision, efficiency, and exceed their expectations in terms of...

  • Private Wealth Advisor

    4 weeks ago

    Sacramento, CA, United States The Anderson Search Group Full time

    The Anderson Search Group has been retained by a Sacramento-based affiliate of an $80 billion financial institutional to identify a Wealth Advisor to add to the growing private wealth division. This rock solid bank has been around for over 150 years and is seeking a fully licensed wealth advisor to take advantage of the bank's robust internal referral...

  • Wealth Advisor Recruiter

    2 days ago

    San Diego, CA, United States Centura Wealth Advisory Full time

    Centura Wealth Advisory is seeking a Wealth Advisor Recruiter to join the People & Culture team. As a Tuck-In Advisor Recruiter, you will be responsible for sourcing, attracting, and recruiting independent advisors or advisor teams who are part of tuck-in acquisitions. You will play a key role in integrating new talent into our organization and ensuring that...

  • Senior Wealth Advisor

    2 weeks ago

    Los Angeles, United States TCG Group Holdings LLP Full time

    We are currently seeking qualified candidates to join TCG Advisors as a Senior Wealth Advisor. TCG Advisors is a leading RIA in Private Wealth and Institutional business. The ideal candidate will be responsible for effectively attaining and managing new client relationships, sourced both organically and non-organically through relationships with partners....

  • Merrill Private Wealth Supervision Manager

    24 hours ago

    Los Angeles, CA, United States Bank of America Full time

    Merrill Private Wealth Supervision Manager Los Angeles, California; Newport Beach, California Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the...

  • Private Wealth Advisor

    24 hours ago

    San Francisco, CA, United States US Bank Full time

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...

  • Wealth Management Advisor

    4 weeks ago

    Boca Raton, FL, United States Nichols Wealth Partners Full time

    Nichols Wealth Partners, a rapidly growing wealth management firm, is seeking a Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!  The Wealth Advisor plays a pivotal role in attracting and retaining clients. If you have...

  • Asset & Wealth Management - Private Wealth Management - Vice President, Private Wealth Advisor [...]

    2 days ago

    Chicago, IL, United States Goldman Sachs Full time

    Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our...

  • Merrill Private Wealth Supervision Manager

    15 hours ago

    Los Angeles, United States Disability Solutions Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Associate Wealth Advisor, Schwab Wealth Advisory

    2 days ago

    Los Angeles, CA, United States CFA Institute Full time

    Position Type: Regular Your opportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.Schwab's Wealth Advisory team embodies our firm's commitment to client -centric approach. Schwab Wealth Advisory is a...

  • Wealth Advisor

    4 weeks ago

    Scottsdale, AZ, United States Thompson Wealth Management Full time

    Thompson Wealth Management is actively seeking a dedicated and passionate Wealth Advisor to join our team in Scottsdale, Arizona. In this role, you'll have the opportunity to build your own client base with the support of our extensive lead generation efforts. We handle your calendar with qualified appointments—no cold calling required. You'll also benefit...

  • Associate Wealth Advisor

    4 weeks ago

    Knoxville, TN, United States CogentBlue Wealth Full time

    ABOUT USWe believe that real financial success is built on trust, experience, and meaningful relationships. While many in the industry lean on algorithms and product-driven solutions, we focus on getting to know our clients personally so we can guide them through their financial journey with care and understanding. It's this human connection that drives...

  • Senior Wealth Advisor

    1 day ago

    Nashville-Davidson, TN, United States TCG Group Holdings LLP Full time

    We are currently seeking qualified candidates to join TCG Advisors as a Senior Wealth Advisor. TCG Advisors is a leading RIA in Private Wealth and Institutional business. TCG can help Advisors grow with Private Wealth, Retirement Plans, Deferred Comp, and Institutional business. The ideal candidate will be responsible for effectively attaining and managing...

  • Senior Wealth Advisor

    1 day ago

    Little Rock, AR, United States TCG Group Holdings LLP Full time

    We are currently seeking qualified candidates to join TCG Advisors as a Senior Wealth Advisor . TCG Advisors is a leading RIA in Private Wealth and Institutional business. TCG can help Advisors grow with Private Wealth, Retirement Plans, Deferred Comp, and Institutional business. The ideal candidate will be responsible for effectively attaining and managing...

  • VP/Wealth Advisor

    2 days ago

    Stamford, CT, United States AllianceBernstein L.P. Full time

    Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs. Bernstein is distinguished among major wealth...

  • Senior Wealth Advisor

    2 days ago

    Oklahoma City, OK, United States TCG Group Holdings LLP Full time

    Job details Here’s how the job details align with yourprofile . Job type Full-time   Full job description We are currently seeking qualified candidates to join TCG Advisors as a Senior Wealth Advisor. TCG Advisors is a leading RIA in Private Wealth and Institutional business. TCG can help Advisors grow with Private Wealth, Retirement Plans,...