Private Wealth Advisor

Capital Group • Los Angeles, CA

10h

About The Position

As a Private Wealth Advisor on our Private Client Services team, you will work directly with clients to cultivate and foster relationships within Capital Group. You will have the opportunity to build your own practice and focus on what really matters. You will focus on exceptional investment results, holistic wealth planning and exceptional client experience s. You’ll meet with clients, prospects, and referral sources to develop a book of business. You will work alongside a diverse team of advisors to serve a wide array of individuals, families, foundations, and endowments. We will provide you with world-class marketing and investment solutions, administrative support, compliance oversight, wealth planning expertise , and investment management. Our support structure is ideally suited to navigate ongoing changes in the financial services industry and to address competitive forces. We recently expanded our investment platform, allowing experienced advisors to easily transition existing client assets not currently invested in Capital Group services. Our robust platform gives clients access to an array of services including separate accounts, mutual funds, private equity, alternative strategies, and hedge funds. In addition to core investment strategies managed by various Capital Group units leveraging the distinctive Capital System™, advisors can selectively use outside managers relying on research and support from our in-house manager research team. You will have access to our Wealth Advisory and Client Solutions Groups experienced professionals with expertise in such areas as accounting, taxation, estate planning, business transition, stock options, financial and legacy planning, asset allocation , and philanthropy.

Requirements

• Undergraduate degree
• CFP, CFA , or MBA
• 15+ years of wealth management experience (ideally as an independent Registered Investment Advisor)
• Established and portable book of business or a referral network that will allow you to recreate a book of business with us.
• Actively involved in your community, and engage d with charitable organizations and you cultivate a strong network of wealthy clients who value the expertise you bring to the table
• Well versed in various investment and financial planning topics and committed to excellent client service.
• Knowledgeable and trusted advisor to sophisticated high net worth and ultra-high net worth clients
• Love for sales and have refined your presentation skills to appeal to a variety of audiences.
• Place a high value on being authentic, respectful, and engaging.
• Seasoned listener, using critical intel to help craft your strategy.
• Present in the moment and pay careful attention to subtle verbal and nonverbal cues.

Responsibilities

• Work directly with clients to cultivate and foster relationships within Capital Group.
• Build your own practice and focus on what really matters.
• Focus on exceptional investment results, holistic wealth planning and exceptional client experience.
• Meet with clients, prospects, and referral sources to develop a book of business.
• Work alongside a diverse team of advisors to serve a wide array of individuals, families, foundations, and endowments.
• Selectively use outside managers relying on research and support from our in-house manager research team.

Benefits

• Competitive salary, bonuses and benefits
• Company-funded retirement contribution will factor in salary and variable pay, including bonuses.
• 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
• Individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level