Private Wealth Advisor: Build Your Own Practice

Capital Group; Irvine (CA); On-site; USD 90,000 - 110,000; Full time

Job summary

Capital Group is seeking a Private Wealth Advisor to cultivate relationships with clients, build a personal book of business, and deliver comprehensive wealth management solutions. You will meet clients, prospects, and referrals to drive investment results and planning outcomes.

You will work with a diverse team and leverage Capital Group’s platform, research, and resources to serve high net worth clients while maintaining top-tier client service and fiduciary standards.

Qualifications

• Undergraduate degree with CFP, CFA, or MBA.
• 10+ years of wealth management experience (ideally as an independent Registered Investment Advisor).
• Established and portable book of business or referral network that will allow you to recreate a book of business with us.
• Active involvement in the community and charitable organizations; cultivate a network of wealthy clients.
• Knowledgeable in investment and financial planning topics; committed to excellent client service.
• Knowledgeable advisor to sophisticated high net worth and ultra-high net worth clients.
• Love for sales with refined presentation skills for diverse audiences.
• Seasoned listener; aware of verbal and nonverbal cues to craft strategy.

Responsibilities

• Meet with clients, prospects, and referral sources to develop a book of business.
• Focus on exceptional investment results, holistic wealth planning, and client experiences.
• Provide world-class marketing and investment solutions with strong support structures.

Skills

Wealth management

Book of business

Sales skills

Presentation skills

Active listening

High net worth clients

Financial planning knowledge

Education

Undergraduate degree + CFP/CFA/MBA

Job description

Capital Group is seeking a Private Wealth Advisor to cultivate relationships with clients, build a personal book of business, and deliver comprehensive wealth management solutions. You will meet clients, prospects, and referrals to drive investment results and planning outcomes.

You will work with a diverse team and leverage Capital Group’s platform, research, and resources to serve high net worth clients while maintaining top-tier client service and fiduciary standards.