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Investment Portfolio Advisor
2 months ago
As an Investment Portfolio Advisor at Capital Group, you will be an integral part of our Portfolio Consulting and Analytics team.
Your primary responsibility will be to enhance asset growth and retention for our North American Client Group by delivering unique insights and thorough portfolio evaluations to intermediaries.
Key Responsibilities:- Leverage your 3+ years of experience in the investment sector, particularly in advisory services, investment vehicles, capital markets, and portfolio design.
- Engage with intermediaries to provide expert guidance on portfolio structuring.
- Prepare detailed analytical reports and insights regarding investment offerings and portfolio performance.
- Demonstrate extensive knowledge of American Funds products and services.
- Identify challenges and opportunities, offering strategic recommendations.
- Exhibit strong analytical capabilities and meticulous attention to detail in complex scenarios.
- Collaborate effectively with a diverse array of associates and clients.
A Bachelor's degree is required, with an MBA preferred. Advanced certifications such as CIMA, CFA, or CFP are also preferred.
Experience in contributing to or leading projects is essential. SIE certification is required to apply, and you must obtain Series 7 & 66 within your first 90 days.
Compensation:The 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 and a retirement plan with a 15% contribution from Capital on your eligible earnings.
We are committed to being an equal opportunity employer, adhering to all federal, state, and local laws that prohibit discrimination in employment decisions.
