Private Wealth Advisor

Capital Group; New York, Northern (NY, KY); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Retirement plan

Flexible work options

Bonuses

Charitable giving match

Time off & health benefits

Job summary

Capital Group, in New York, is seeking a Private Wealth Advisor to cultivate client relationships and build a practice within our Private Client Services team. You will meet with clients, prospects, and referral sources to develop a book of business and deliver exceptional investment results and holistic wealth planning.

The role requires an undergraduate degree plus CFP, CFA, or MBA, 10+ years of wealth management experience, and a portable book of business or strong referral network.

Qualifications

• Undergraduate degree with CFP, CFA, or MBA.
• 10+ years of wealth management experience (ideally as an independent RIA).
• Established and portable book of business or referral network to recreate a book with us.
• Active community involvement and a network of wealthy clients.
• Strong knowledge across investment and financial planning topics; excellent client service.
• Sales-oriented with presentation skills; authentic, respectful and engaging.

Responsibilities

• Meet with clients, prospects, and referral sources to develop a book of business.
• Build your own practice within Capital Group and deliver wealth planning and exceptional client experiences.
• Collaborate with a diverse team of advisors; leverage marketing and investment solutions and wealth planning expertise.

Skills

Wealth management

Book of business

Client relationship

Sales

Presentation skills

Education

Undergraduate degree

CFP/CFA/MBA

Job description

## Private Wealth AdvisorApply: New York: Full time: Posted Yesterday: JR7388**“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 on our Private Client Services team, you will work directly with clients to cultivate and foster relationships within Capital Group. You will have the opportunity to build your own practice and focus on what really matters. You will focus on exceptional investment results, holistic wealth planning and exceptional client experiences. You’ll meet with clients, prospects, and referral sources to develop a book of business. You will work alongside a diverse team of advisors to serve a wide array of individuals, families, foundations, and endowments.We will provide you with world-class marketing and investment solutions, administrative support, compliance oversight, wealth planning expertise, and investment management. 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 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 SystemTM, 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.”*** You have an undergraduate degree along with a CFP, CFA, or MBA.* You have at 10+ years of wealth management experience (ideally as an independent Registered Investment Advisor). You have an established and portable book of business or a referral network that will allow you to recreate a book of business with us.* You are actively involved in your community, and engaged with charitable organizations and you cultivate a strong network of wealthy clients who value the expertise you bring to the table.* You’re well versed in various investment and financial planning topics and committed to excellent client service.* You are a knowledgeable and trusted advisor to sophisticated high net worth and ultra-high net worth clients. Your expertise will help clients reach their financial and life goals.* You have a love for sales and have refined your presentation skills to appeal to a variety of audiences. You place a high value on being authentic, respectful, and engaging.* You are a seasoned listener, using critical intel to help craft your strategy. You are present in the moment and pay careful attention to subtle verbal and nonverbal cues. *Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $100,000 + applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.*1 Heart reaction.**“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.*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 ofintegrity, 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.