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Investment Portfolio Advisor
2 months ago
As a Portfolio Consultant at Capital Group, you will thrive in a dynamic environment.
In this role, you will be an integral part of the Portfolio Consulting and Analytics team, focusing on enhancing asset growth and retention for the North American Client Group. Your expertise will be pivotal in delivering unique insights and comprehensive portfolio evaluations to intermediaries.
Your qualifications align with what Capital Group seeks.
- You possess over 3 years of experience in the investment sector, with a solid understanding of advisory services, investment vehicles, capital markets, and portfolio design principles.
- Your role will involve advising intermediaries on effective portfolio structuring.
- You will be tasked with generating detailed analytical reports and insights regarding investment products and portfolios.
- Your in-depth knowledge of American Funds products and services will be essential.
- You will play a vital role in pinpointing challenges and opportunities, while proposing actionable solutions.
- Your analytical prowess and meticulous attention to detail will be crucial in navigating complex scenarios.
- Collaboration with a diverse array of associates and clients will be a key aspect of your responsibilities.
- A Bachelor's degree is required, with an MBA being preferred.
- Advanced certifications such as CIMA, CFA, or CFP are advantageous.
- Your experience in contributing to or leading projects will be beneficial.
- Securities Industry Essentials (SIE) certification is required for application.
- Series 7 and 66 licenses must be obtained within the first 90 days of employment.
Compensation for this position includes a competitive base salary, along with eligibility for an individual annual performance bonus and Capital's annual profitability bonus. Additionally, Capital contributes 15% of your eligible earnings to a retirement plan.
Capital Group is committed to being an equal opportunity employer, adhering to all applicable 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.
