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Private Wealth Manager
2 months ago
We are seeking a highly skilled and experienced Private Wealth Advisor to join our team at Capital Group. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations.
Key Responsibilities- Identify and cultivate new business opportunities through a business development strategy
- Develop and maintain strong relationships with high-net-worth clients and referral sources
- Provide comprehensive wealth planning and investment management services to clients
- Work closely with a diverse team of advisors and a dedicated client service team to support clients
- Stay up-to-date with industry trends and developments to provide expert advice to clients
- Undergraduate degree; CFP, CFA or MBA a plus
- 5+ years of wealth management or related industry experience and a demonstrated interest in new business development
- Demonstrated track record of sourcing and closing new high-net-worth relationships
- Fluency with social media and LinkedIn
- Competitive base salary of $100,000 + applicable sales commissions and bonuses
- Eligibility for an individual annual performance bonus, plus Capital's annual profitability bonus
- Retirement plan with Capital contributing 15% of eligible earnings
- Standard benefits package including paid time off, medical, dental, and retirement
Capital Group is a leading wealth management firm with a long history of providing expert investment solutions and wealth planning services to high-net-worth individuals and families. We are committed to providing our clients with the highest level of service and expertise, and we are seeking a talented and experienced Private Wealth Advisor to join our team.
