Private Wealth Advisor — Grow a High-Impact Client Practice

Capital-Group-1

Los Angeles (CA)

On-site

USD 90,000 - 110,000

Full time

5 days ago

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Benefits offered by this job

Generous time off and health benefits

2-for-1 matching gifts

Annual charitable grants

Professional development resources

Retirement contribution 15%

Job summary

Capital Group is seeking a Private Wealth Advisor to cultivate and grow a client book within Capital Group Private Client Services. You will deliver investment results, comprehensive wealth planning, and outstanding client experiences while meeting with clients, prospects, and referral sources to expand your practice.

You’ll join a collaborative team, leverage Capital Group resources, and support sophisticated high net worth clients with disciplined financial strategies, tax planning, and legacy

Qualifications

Undergraduate degree plus CFP/CFA/MBA.
10+ years wealth management experience with a portable book of business.
Active involvement in community and charitable networks.
Strong knowledge of investment and financial planning topics for high net worth clients.

Responsibilities

Meet with clients, prospects and referral sources to develop a book of business.
Focus on investment results, holistic wealth planning, and exceptional client experiences.
Collaborate with a diverse team of advisors to service high net worth clients.

Skills

Sales

Presentation skills

Active listening

Networking

Client service

Education

Undergraduate degree

CFP

CFA

MBA

Job description

You’ll join a collaborative team, leverage Capital Group resources, and support sophisticated high net worth clients with disciplined financial strategies, tax planning, and legacy

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