Private Wealth Consultant - OAS

Capital Group; Denver (CO); On-site; USD 130,000 - 210,000; Full time

Benefits offered by this job

Flexible work options

Performance bonus

Retirement plan (15% contribution)

Job summary

Capital Group seeks a Private Wealth Consultant in the Outsourced Advisory Solutions (OAS) team to drive sales with financial advisors across a defined region. You will partner with CG/PCS salesforces to close complex high-net-worth opportunities, sourcing new accounts and guiding onboarding and due diligence with internal specialists.

The role requires a Bachelor’s degree, Series 65, and preferred CFP/CFA/CPWA designations, with strong executive presence and client-focused collaboration.

Qualifications

• Bachelor's degree required; designations CFP, CFA, CPWA strongly preferred; Series 65 required.
• Outstanding professional experience and industry knowledge in private wealth and HNW markets.
• Proven track record leading sales and building relationships with financial advisors.

Responsibilities

• Lead the OAS sales process in your territory by partnering with CG/PCS salesforces.
• Source new opportunities and own the sales process from discovery to onboarding.
• Collaborate with Relationship Managers and Investment Specialists for due diligence and portfolio solutions.

Skills

Sales leadership

HNW market knowledge

Relationship building

Executive presence

Education

Bachelor's degree

CFP/ CFA / CPWA preferred

Series 65

Job description

"I can be myself at work."

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

"I can influence my income."

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

"I can lead a full life."

You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.

• Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options


• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love


• Access on-demand professional development resources that allow you to hone existing skills and learn new ones

Founded in 1931, Capital Group is one of the world's largest asset management firms with assets under management of over $3.2 trillion. Its resources serve as the backbone of Capital Group Private Client Services (PCS), which originated in 1974 as the family office for Capital Group executives. PCS has since grown into a $50B, full-service wealth management firm, with 250 associates that partner with advisors to deliver personalized planning, HNW portfolio construction, trust & estate services, and more to wealthy families around the country. The Outsourced Advisory Solutions (OAS) team is responsible for enhancing connectivity between PCS and Capital Group's expansive financial advisor network.

The OAS Private Wealth Consultant (PWC) has responsibility for leveraging the CG brand through Capital Group wholesalers and financial intermediary channels to attract and retain HNW assets. The Private Wealth Consultant will grow OAS sales by partnering with Capital Group's sales force to help advisors close complex high net worth sales. The PWC will serve as a critical bridge between Capital Group's family office infrastructure and Capital Group's Wealth Management and Institutional Retirement business.

"I can succeed as a Private Wealth Consultant, Outsourced Advisory Solutions at Capital Group."

As a Private Wealth Consultant (PWC), you will lead the OAS sales process in your territory by partnering with the Capital Group and PCS salesforces. Together you will identify advisors who need help acquiring and servicing the complex needs of high-net-worth households and will work directly with advisors to close business. You will source new opportunities and you will own the sales process, working in close partnership with the OAS Relationship Managers for new account discovery and onboarding, as well as the OAS Investment Specialist for due diligence, and portfolio solutions.

"I am the person Capital Group is looking for."

• You have outstanding professional experience and industry knowledge, including a deep understanding of the HNW market, private wealth , and financial advisor needs.


• You have a proven record of success as a leader in sales, with a demonstrated ability to build and nurture relationships with colleagues and external advisors.


• You are credible and influential, possessing strong executive presence and professional maturity.


• You are collaborative, partnering seamlessly with internal and external stakeholders to drive business outcomes.


• You have a minimum of a Bachelors' degree, with additional designations CIMA, CFP, CFA or CPWA strongly preferred. Series 65 required.

We are actively seeking candidates based in Los Angeles with defined regional coverage that will require substantial field-based travel.

The base salary for this role is $130,000-$210,000 + applicable bonuses.

"I can apply in less than 4 minutes."

"I can learn more about Capital Group."

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.