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Wealth Management Professional
2 months ago
Capital Group is seeking a highly skilled Private Wealth Advisor to join its team of wealth management professionals. As a Private Wealth Advisor, you will work closely with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations.
Key Responsibilities- Wealth Management Planning: Develop and implement comprehensive wealth management plans for high-net-worth individuals and families.
- Investment Management: Provide investment management and wealth planning expertise to clients.
- Business Development: Cultivate prospective clients and referral sources to develop your book of business.
- Team Collaboration: Work closely with a diverse team of advisors and a dedicated client service team to support clients.
- Education: Undergraduate degree; CFP, CFA or MBA a plus.
- Experience: 5+ years of wealth management or related industry experience and a demonstrated interest in new business development.
- Communication Skills: Fluency with social media and LinkedIn.
- Networking: Ability to create a new referral network capable of generating business.
- Community Involvement: Actively involved in your community, engaged with charitable organizations and able to cultivate a strong network of wealthy individuals who value the expertise you bring to the table.
- Communication Style: Communication and presentation style capable of being tailored to distinct audiences, internally and externally.
- Service Orientation: Demonstrable service orientation and capability to build strong relationships, both externally and internally.
- Professional Development: Willingness to engage in additional training and licensing as necessary.
Capital Group offers a highly competitive base salary, plus 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 individual and organizational performance.
Benefits include a standard benefits package, including paid time off, medical, dental, and retirement. Eligibility for an individual annual performance bonus, plus Capital's annual profitability bonus. Retirement plan with Capital contributing 15% of your eligible earnings.
Capital Group's Commitment to Diversity and InclusionCapital Group is an equal opportunity employer, committed to diversity and inclusion. We prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex, 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.
