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Investment Portfolio Advisor
2 months ago
As a Portfolio Consultant at Capital Group, I can excel in my role.
In this position, you will be an integral part of the Portfolio Consulting and Analytics team at Capital Group. Your primary responsibility will be to enhance asset growth and retention for the North American Client Group by delivering unique insights and thorough portfolio evaluations to intermediaries.
Key Qualifications:
- Minimum of 3 years of experience in the investment sector, with a solid understanding of the advisory landscape, investment vehicles, capital markets, and portfolio design principles.
- Ability to provide expert consultation to intermediaries regarding portfolio design.
- Responsible for generating detailed analytical reports and insights related to investment vehicles and portfolio performance.
- Extensive knowledge of American Funds offerings and services.
- Crucial in identifying potential challenges and opportunities, along with proposing actionable solutions.
- Strong analytical capabilities and meticulous attention to detail in complex scenarios.
- Proficient in collaborating and communicating effectively with a diverse range of associates and clients.
- A Bachelor's degree is required; an MBA is preferred.
- Advanced certifications such as CIMA, CFA, or CFP are preferred.
- Experience in contributing to or leading projects is advantageous.
- Securities Industry Essentials (SIE) certification is mandatory for application.
- Must secure Series 7 and 66 licenses within the first 90 days of employment.
Compensation:
Base Salary Range in Indianapolis: $115,232 - $184,371.
Alongside a competitive base salary, you will also be eligible for an individual annual performance bonus, as well as Capital's annual profitability bonus. Additionally, there is a retirement plan where Capital contributes 15% of your eligible earnings.
Equal Opportunity Employer:
Capital Group is committed to being an equal opportunity employer, adhering to all federal, state, and local laws that prohibit discrimination in employment decisions. Our policies ensure that unlawful discrimination based on race, religion, color, national origin, sex, age, disability, and other protected characteristics is strictly prohibited.
