Investment Portfolio Advisor

2 weeks ago


San Antonio, Texas, United States Capital Group Full time
Join Capital Group as an Investment Portfolio Advisor

As an integral member of our Portfolio Consulting and Analytics team, you will play a pivotal role in enhancing asset growth and retention for our North American Client Group.

Your expertise will be crucial in delivering unique insights and comprehensive portfolio evaluations to our intermediary partners.


Key Responsibilities:
  • Leverage your 3+ years of experience in the investment sector to provide expert consultation on portfolio construction.
  • Prepare detailed analytical reports and insights focused on investment products and portfolio performance.
  • Utilize your extensive knowledge of American Funds products and services to address client needs.
  • Identify challenges and opportunities within client portfolios, offering strategic recommendations.
  • Collaborate effectively with a diverse range of associates and clients, fostering strong professional relationships.

Qualifications:
  • Bachelor's degree is required; an MBA is preferred.
  • Advanced accreditation such as CIMA, CFA, or CFP is preferred.
  • Experience in leading or contributing to projects is essential.
  • SIE is required for application; Series 7 & 66 must be obtained within the first 90 days.

Compensation:
The San Antonio base salary range for this position is $108,182-$173,091. In addition to a competitive base salary, you will be eligible for an individual annual performance bonus, as well as Capital's annual profitability bonus. Furthermore, Capital contributes 15% of your eligible earnings to a retirement plan.

At Capital Group, we are committed to being an equal opportunity employer. We adhere to all federal, state, and local laws that prohibit discrimination in employment decisions. Our policies ensure that we do not discriminate based on race, religion, color, national origin, sex, age, disability, or any other characteristic protected by law.

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