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Senior Wealth Management Consultant

2 months ago

Los Angeles, California, United States Capital Group Full time

"I can thrive as a Senior Wealth Management Consultant at Capital Group."

As one of the premier firms in the wealth management sector, Capital Group Private Client Services is strategically expanding its team of wealth management consultants nationwide. In this role, you will engage directly with affluent individuals and families to develop tailored strategies for safeguarding and enhancing their wealth across generations. Additionally, you will assist nonprofit organizations and endowments in achieving their long-term financial goals through proficient planning and investment management.

You will benefit from a comprehensive support framework designed to help you establish your own practice by nurturing potential clients and referral sources to grow your portfolio. Collaborating with a diverse group of consultants, you will have a dedicated client service team to assist the individuals, families, foundations, and endowments you serve.

We offer you access to exceptional investment solutions, wealth planning, and investment management expertise, along with marketing and administrative support, and compliance oversight. Our robust support structure is adept at navigating the evolving landscape of the financial services industry and addressing competitive challenges. We have recently broadened our investment platform, enabling seasoned consultants to seamlessly transition existing client assets not currently allocated to Capital Group services.

Our extensive platform provides clients with a wide range of proprietary and non-proprietary 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™, consultants can selectively utilize external managers supported by our in-house manager research team. You will have access to our Wealth Advisory and Client Solutions Groups, composed of experienced professionals with expertise in areas such as accounting, taxation, estate planning, business transition, stock options, financial and legacy planning, asset allocation, and philanthropy.

"I am the ideal candidate Capital Group seeks."

  • Bachelor's degree; CFP, CFA, or MBA preferred.
  • 5+ years of experience in wealth management or a related field, with a proven interest in business development.
  • Proficient in utilizing social media and LinkedIn.
  • Capable of establishing a new referral network to generate business.
  • Actively engaged in community involvement and charitable organizations, with the ability to cultivate a strong network of affluent individuals who appreciate your expertise.
  • The Senior Wealth Management Consultant serves as a knowledgeable and trusted advisor to sophisticated high-net-worth and ultra-high-net-worth individuals and families.
  • Ability to adapt communication and presentation styles to suit various audiences, both internally and externally.
  • Demonstrated service orientation and capacity to build strong relationships, both externally and internally. Experience in completing timely, accurate, and compliant client and account activities with minimal supervision.
  • Willingness to pursue additional training and licensing as necessary.

Capital Group is an equal opportunity employer, committed to complying with all federal, state, and local laws that prohibit discrimination in employment decisions. Our policies strictly prohibit unlawful discrimination based on 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, military or veteran status, and any other characteristic protected by law.