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Private Wealth Manager

1 month ago

New York, New York, United States Capital Group Full time
Unlock Your Potential as a Private Wealth Advisor at Capital Group

Capital Group is seeking a skilled and experienced Private Wealth Advisor to join our team. 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:

  • Develop and execute a business development strategy to identify prospective clients and cultivate referral sources
  • Work with high-net-worth individuals and families to create customized plans for protecting and growing their wealth
  • Help nonprofit foundations and endowments realize their long-term financial objectives through effective planning and investment management
  • Collaborate with a diverse team of advisors and leverage a dedicated client service team to support clients

What We Offer:

  • World-class investment solutions and wealth planning expertise
  • Marketing and administrative support
  • Compliance oversight
  • A robust platform with access to proprietary and non-proprietary services
  • Opportunities for professional growth and development

Requirements:

  • 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

Compensation and Benefits:

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 a 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, and 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. 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.