Private Wealth Advisor

Agnello & Rogers; Chicago (IL); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Generous time-off and health benefits

Charitable matching gifts and annualGr

Professional development resources

Job summary

Capital Group is seeking a Private Wealth Advisor to work with high-net-worth individuals and complex families, crafting customized wealth plans and coordinating with specialists to protect and grow wealth across generations. You will build a practice, develop a referral network, and partner with a dedicated service team to deliver exceptional service.

Day-to-day responsibilities include managing client relationships, developing a regional business development strategy, collaborating with

Qualifications

• 5+ years of wealth management or related industry experience.
• Ability to create and nurture a referral network capable of generating business.
• Active involvement in community and charitable organizations; ability to network with wealthy individuals.
• Exceptional communication and presentation skills; ability to tailor messaging to distinct audiences.
• Service orientation and ability to build strong relationships; capable of handling client activities with minimal supervision.
• Willingness to engage in additional responsibilities.

Responsibilities

• Serve as primary/co-relationship manager for client relationships.
• Develop and execute a business development strategy to drive sales targets in the region.
• Develop internal/external networks and referral sources to grow business.
• Collaborate with trust & estate, investment management and wealth planning experts to create holistic wealth plans for clients.
• Work with internal partners to present tax, estate, insurance, portfolio and cash flow analyses.
• Coordinate with clients' attorneys or CPAs to facilitate wealth planning and monitor progress.
• Create asset allocation scenarios and recommendations matching clients' goals.
• Design, manage and monitor client portfolios per allocation and risk guidance.
• Develop fluency in Capital Group and PCS value propositions and investment philosophies.
• Stay current with markets and economic environment; present market updates.
• Follow risk/compliance to safeguard assets and privacy.

Skills

Wealth management experience

Referral networking

Communication skills

Presentation skills

Relationship building

Willingness to take on more

Education

Bachelor's degree

CFP

CFA

MBA

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 a Private Wealth Advisor at Capital Group"

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 their long-term financial objectives through effective planning and investment management and coordinate a team of subject matter experts to craft and execute creative, personalized solutions for clients. You will build a practice and book of business by executing a business development strategy to identify prospective clients and cultivate referral sources, and work in close partnership with a dedicated service team to ensure exceptional service for clients.

Day to day, you will:

• 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 address 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 the goals for their wealth
• 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, process and policies
• Stay current with the market and economic environment and always be prepared to share perspectives or present market updates/outlooks
• Follows through on the 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

"I am the person Capital Group is looking for"

• You have a undergraduate degree; CFP, CFA or MBA a plus
• You have 5+ years of wealth management or related industry experience and a demonstrated interest in new business development
• You have the ability to create and nurture a referral network capable of generating business
• You have active involvement in your community, engagement with charitable organizations and the ability to cultivate a strong network of wealthy individuals who value the expertise you bring to the table
• You have exceptional communication and presentation, skills and the ability to tailor messaging to distinct audiences, internally and externally
• You demonstrate 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
• You have willingness to engage in additional responsibilities

"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. Apply now to move to the next step in our recruiting process. If this role isn\'t what you\'re looking for, check out our other opportunities and join our talent community.

"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.

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.

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

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.