Private Wealth Consultant, OAS — High‑Net‑Worth Growth

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

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.