Associate Wealth Planner II

353 CGPCS CG Private Client Svc; New York (NY); On-site; USD 117,000 - 188,000; Full time

Job summary

Capital Group in New York seeks an Associate Wealth Planner II to support Private Wealth Advisors by delivering thoughtful research and wealth planning guidance.

You will generate analyses on Wealth Strategy, Goals-based Planning, and Estate and Tax considerations, meeting with PWAs to tailor recommendations and communicate clearly with clients.

Qualifications

• Bachelor’s degree in business, Finance, or related field.
• 3-5 years of relevant experience in financial services and wealth planning.
• Familiarity with eMoney and Morningstar Direct.

Responsibilities

• Generate customized analyses for clients on wealth topics including wealth strategy and goals-based planning.
• Meet with Private Wealth Advisors to understand client circumstances and goals.
• Deliver final analyses to PWAs and clients, discussing assumptions and results.
• Support retirement, estate, and tax planning analyses.

Skills

Wealth research

Quantitative analysis

Client communication

Asset allocation knowledge

Financial planning concepts

Education

Bachelor’s degree in business or Finance

Tools

eMoney

Morningstar Direct

Job description

“I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

“I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

“I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options. Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love. Access on-demand professional development resources that allow you to hone existing skills and learn new ones.

I can succeed as an Associate Wealth Planner II at Capital Group.

As an Associate Wealth Planner, you will support our Private Wealth Advisors (PWAs) and help our clients achieve their investment goals by providing thoughtful, rigorous research and analysis and guidance on wealth planning topics relevant to the high net worth and ultra-high net worth investor market segment.

Primary Responsibilities for our Wealth Advisory Associate:

You will generate customized analyses for current and prospective clients covering Comprehensive Wealth Management topics including but not limited to: Wealth Strategy Analyses (WSAs), Goals-based Planning Analysis, Roth Conversions, Insurance Needs Analysis, Tax-based Analysis Planning, Equity Compensation Analysis, etc. You will meet with PWAs to understand the current/prospective clients’ circumstances and goals (i.e., existing asset/account details, spending needs, tax situation, risk tolerance, time horizon). You have basic knowledge of asset allocation, tax, retirement and estate planning principles, internal Wealth Advisory Group (WAG) research, and quantitative analysis to create individual client recommendations based on their objectives and current situation. You can engage with teams, managers, and/or PWA in iterative reviews of analysis. You can review final analysis with PWA to ensure mutual understanding of assumptions, results, and key points. You will deliver final analyses to clients in a clear and engaging manner, using thoughtful, open-ended questions to confirm understanding and encourage meaningful discussion of key planning concepts.

Preferred Qualifications for the Wealth Advisory Associate II Position:

Bachelor’s degree in business, Finance, or a related field. 3-5 years of relevant experience with intermediate knowledge of the financial services industry, including fiduciary practices, investment advisory services and wealth planning. Familiarity with eMoney and Morningstar Direct. Ability to remain composed and adaptable when navigating challenges and change. Polished, concise, and thoughtful communication with the ability to adapt to different audiences. Demonstrated ability to assess strengths and development opportunities, with a strong desire to learn and take on new challenges. Proven success working both collaboratively and independently. Strong organizational skills and exceptional attention to detail. Effective time management and prioritization skills. A strong interest in developing expertise in complex wealth planning topics. CFP, CFA, or Series 65 designation preferred (or in progress).

“I can apply in less than 4 minutes.” You’ve reviewed this job posting and you’re ready to start the candidate journey with us.

“I can learn more about Capital Group.”

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day.

Find us on LinkedIn, Instagram, YouTube and Glassdoor.

New York Base Salary Range: $117,235-$187,576

Los Angeles Base Salary Range: $106,610-$170,576

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will 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. You can learn more about our compensation and benefits here. 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. Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people’s lives through successful investing. Our shared values of integrity, client focus, long-term view, diverse perspectives and community inspire our associates every day. A career at Capital Group means having countless opportunities to explore, grow and succeed. Learn more about compensation & retirement Learn more about our benefits Learn more about our hybrid schedule Learn more about our culture and core values Learn more about our commitment to responsible AI and how it shapes your candidate experience.

• Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.