Private Wealth Advisor

353 CGPCS CG Private Client Svc; Chicago (IL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Base salary

Performance bonus

Profitability bonus

Retirement plan

Health benefits

Paid time off

Flexible work options

Charitable matching

Professional development

Job summary

Capital Group is seeking a Private Wealth Advisor to work with high‑net‑worth individuals and complex families, devising comprehensive wealth plans and investment strategies that protect and grow wealth across generations.

You will collaborate with specialists in trust and estate, investment management and wealth planning, building a strong referral network and delivering tailored client solutions with exceptional service.

Qualifications

• Undergraduate degree; CFP, CFA or MBA a plus.
• 5+ years of wealth‑management or related industry experience.
• Ability to create and nurture a referral network.
• Active community involvement and broad networking.

Responsibilities

• Serve as the primary or co‑relationship manager for client relationships.
• Develop and execute a business development strategy to achieve sales targets.
• Grow the network of referrals and internal/external partnerships.
• Collaborate with trust, estate, investment management and wealth planning experts.
• Create asset‑allocation scenarios and present recommendations.
• Design, manage and monitor client investment portfolios.

Skills

Wealth management

Business development

Relationship development

Communication

Networking

Education

Undergraduate degree

CFP/CFA/MBA a plus

Job description

About Capital Group

Capital Group is a leading global investment firm that values integrity, client focus, diverse perspectives, long‑term thinking, and community. We are committed to fostering a respectful workplace where every associate can bring their best authentic self.

Role Overview

As a Private Wealth Advisor, you will work directly with high‑net‑worth individuals and high‑complexity families to create customized and comprehensive wealth management plans for protecting and growing their wealth across generations. You will help nonprofit foundations and endowments realize long‑term financial objectives through effective planning and investment management, collaborating with a team of subject matter experts to develop and execute personalized solutions.

Responsibilities

• Serve as the primary or co‑relationship manager for client relationships.
• Develop and execute a business development strategy that drives results and achieves sales targets within the assigned region.
• Develop internal and external networks and referral sources to grow business.
• Collaborate with internal partners and subject matter experts in trust & estate, investment management and wealth planning to develop a holistic wealth plan for clients that addresses their specific wealth‑management issues.
• Work with internal partners to develop and present tax, estate, insurance, portfolio, and cash‑flow analyses that illuminate a client’s situation and help them achieve their wealth goals.
• Work with clients’ other advisors (attorney or CPA) to facilitate wealth planning and monitor progress.
• Create asset‑allocation scenarios and produce recommendations and narratives that match clients’ goals and drive decision‑making.
• Design, manage and monitor clients’ investment portfolios in line with portfolio allocation and risk‑management guidance.
• Develop deep fluency in the PCS value proposition, solutions, capabilities and key narratives about Capital Group’s and PCS’s investment philosophies, processes and policies.
• Stay current with the market and economic environment and always be prepared to share perspectives or present market updates/outlooks.
• Follow risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run function.

Qualifications

• 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.
• Ability to create and nurture a referral network capable of generating business.
• Active involvement in community, engagement with charitable organizations and the ability to cultivate a strong network of wealthy individuals who value the expertise you bring.
• Exceptional communication and presentation skills and the ability to tailor messaging to distinct audiences, internally and externally.
• Demonstrated 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 responsibilities.

Benefits

Competitive base salary, annual performance bonus, and Capital’s annual profitability bonus. Company‑funded retirement plan with a 15% contribution of eligible earnings. Generous health benefits and paid time off starting day one, flexible work options, 2‑for‑1 matching gifts for charitable contributions, and annual grant opportunities. On‑demand professional development resources to hone existing skills and learn new ones.

Equal Opportunity Employer

We are an equal‑opportunity employer. We comply with all federal, state and local laws that prohibit discrimination when making employment decisions. Our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender identity), pregnancy, childbirth, related medical conditions, age, disability, genetic information, marital status, sexual orientation, citizenship status, 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 law.