Wealth Management Professional
2 weeks 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 relationships with high-net-worth clients
- Develop and implement business development strategies to drive growth and revenue
- Provide expert advice on investment management, wealth planning, and financial services
- Collaborate with internal teams to deliver exceptional client service and support
- Stay up-to-date with industry trends and developments to ensure continued expertise and knowledge
- Undergraduate degree; CFP, CFA or MBA a plus
- 5+ years of wealth management or related industry experience
- Demonstrated track record of sourcing and closing new high-net-worth relationships
- Fluency with social media and LinkedIn
- Ability to create a new referral network capable of generating business
- 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
Capital Group offers a highly competitive base salary, plus applicable sales commissions and bonuses. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement. You will also be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), 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.
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