Private Wealth Advisor: Grow a High-Impact Practice

Capital-Group-1; New York (NY); On-site; USD 100,000 - 180,000; Full time

Benefits offered by this job

Bonuses

Retirement plan

Flexible work options

Job summary

Capital Group seeks a Private Wealth Advisor to work with clients in the Private Client Services team. You will cultivate and foster relationships, build your own practice, and focus on delivering exceptional investment results and holistic wealth planning.

You will meet with clients, prospects, and referrals to develop a book of business while leveraging marketing and research resources and a broad investment platform. Strong advisory and sales skills are essential.

Qualifications

• Undergraduate degree with CFP/CFA or MBA.
• 10+ years wealth management experience ideally as an independent Registered Investment Advisor.
• Established and portable book of business or referral network.

Responsibilities

• Meet with clients, prospects and referral sources to develop a book of business.
• Provide holistic wealth planning and exceptional client experiences.
• Collaborate with Capital Group teams to deliver investment solutions and support.

Skills

Client relationship management

Sales skills

Presentation skills

Active listening

Education

Undergraduate degree with CFP/CFA/MBA

Tools

Capital System

Job description

Capital Group seeks a Private Wealth Advisor to work with clients in the Private Client Services team. You will cultivate and foster relationships, build your own practice, and focus on delivering exceptional investment results and holistic wealth planning.

You will meet with clients, prospects, and referrals to develop a book of business while leveraging marketing and research resources and a broad investment platform. Strong advisory and sales skills are essential.