Private Wealth Advisor - Flexible, High-Impact Planning

Capital Group; Chicago (IL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Time-off & health benefits

Charitable matching gifts

Professional development resources

Retirement contribution

Job summary

Capital Group is seeking a Private Wealth Advisor who will work with high-net-worth individuals and complex families to create customized wealth management plans and coordinate a team of experts to implement them.

You will build a book of business by developing a regional strategy, nurturing referral sources, and delivering holistic guidance across tax, estate and investment planning while upholding Capital Group's client-service standards.

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 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.
• Exceptional communication and presentation skills and the ability to tailor messaging to distinct audiences, internally and externally.
• Demonstrate service orientation and ability 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.

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 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
• Follow 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

Skills

Communication skills

Relationship management

Networking

Business development

Education

Bachelor's degree

CFP

CFA

MBA

Job description

Capital Group is seeking a Private Wealth Advisor who will work with high-net-worth individuals and complex families to create customized wealth management plans and coordinate a team of experts to implement them.

You will build a book of business by developing a regional strategy, nurturing referral sources, and delivering holistic guidance across tax, estate and investment planning while upholding Capital Group's client-service standards.