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Private Wealth Advisor

3 months ago

San Francisco, United States Capital Group Full time

“I can succeed as a Private Wealth Advisor at Capital Group.”

One of the nation’s leading wealth management firms, Capital Group Private Client Services, is looking to selectively add to its team of wealth advisors around the country. 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. You will also help nonprofit foundations and endowments realize their long-term financial objectives through effective planning and investment management. You will be provided a full support structure to help you build your own practice by cultivating prospective clients and referral sources to develop your book of business. You will work alongside a diverse team of advisors and have a dedicated client service team to support the individuals, families, foundations, and endowments that you serve.

We will provide you with world-class investment solutions, wealth planning and investment management expertise, marketing and administrative support, and compliance oversight. Our support structure is ideally suited to navigate ongoing changes in the financial services industry and to address competitive forces. We recently expanded our investment platform, allowing experienced advisors to easily transition existing client assets not currently invested in Capital Group services.

Our robust platform gives clients access to an array of proprietary and non-proprietary services including separate accounts, mutual funds, private equity, alternative strategies, and hedge funds. In addition to core investment strategies managed by various Capital Group units leveraging the distinctive Capital System, advisors can selectively use outside managers relying on research and support from our in- house manager research team. You will have access to our Wealth Advisory and Client Solutions Groups, experienced professionals with expertise in such areas as accounting, taxation, estate planning, business transition, stock options, financial and legacy planning, asset allocation and philanthropy.

“I am the person Capital Group is looking for.”

Undergraduate degree; CFP, CFA or MBA a plus. 5+ years of wealth management or related industry experience and a demonstrated interest in new business development.  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. The Private Wealth Advisor is the knowledgeable and trusted advisor to sophisticated high net worth and ultra-high net worth individuals and families. Communication and presentation style capable of being tailored to distinct audiences, internally and externally. Demonstrable service orientation and capability to build strong relationships, both externally and internally. Experience in completing timely, accurate and compliant client and account activities with minimal supervision. Willingness to engage in additional training and licensing as necessary.

Deadline to Apply is April 26, 2024

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