Private Wealth Advisor - Build a High-Impact Practice

353 CGPCS CG Private Client Svc; New York (NY); On-site; USD 100,000 - 160,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Retirement plan

Paid time off

Flexible work options

Charitable contributions matching

Job summary

Capital Group seeks a Private Wealth Advisor to work directly with clients, building and nurturing long-term relationships and a personal practice within our Private Client Services team.

You will focus on delivering exceptional investment results, holistic wealth planning, and superior client experiences, meeting with clients and prospects to grow your book while leveraging our market-leading resources and support.

Qualifications

• 10+ years of wealth management experience.
• Proven ability to build and manage a portable book of business.
• Track record in sales and delivering high-quality client service.
• Excellent presentation and networking skills.

Responsibilities

• Meet with clients to develop and foster investment strategies and holistic wealth plans.
• Grow and manage a portable book of business through referrals and networking.
• Collaborate with Private Client Services to deliver investment solutions and client experiences.

Skills

Wealth management experience

Client relationship management

Sales experience

Presentation skills

Networking

Education

Undergraduate degree

CFP

CFA

MBA

Job description

Capital Group seeks a Private Wealth Advisor to work directly with clients, building and nurturing long-term relationships and a personal practice within our Private Client Services team.

You will focus on delivering exceptional investment results, holistic wealth planning, and superior client experiences, meeting with clients and prospects to grow your book while leveraging our market-leading resources and support.