Private Wealth Advisor

Capital Group•Chicago, IL

5d•Hybrid

About The Position

As a Private Wealth Advisor, you will work directly with high-net-worth individuals and high-complexity families to create customized and comprehensive wealth management plans for protecting and growing their wealth across generations. You will help nonprofit foundations and endowments realize their long-term financial objectives through effective planning and investment management and coordinate a team of subject matter experts to craft and execute creative, personalized solutions for clients. You will build a practice and book of business by executing a business development strategy to identify prospective clients and cultivate referral sources, and work in close partnership with a dedicated service team to ensure exceptional service for clients.

Requirements

Undergraduate degree; CFP, CFA or MBA a plus
5+ years of wealth management or related industry experience and a demonstrated interest in new business development
Ability to create and nurture a referral network capable of generating business
Active involvement in your community, engagement with charitable organizations and the ability to cultivate a strong network of wealthy individuals who value the expertise you bring to the table
Exceptional communication and presentation, skills and the ability to tailor messaging to distinct audiences, internally and externally
Demonstrate service orientation and capability to build strong relationships, both externally and internally.
Experience in completing timely, accurate and compliant client and account activities with minimal supervision
Willingness to engage in additional responsibilities

Nice To Haves

CFP, CFA or MBA

Responsibilities

Serve as the primary or co-relationship manager for client relationships
Develop and execute a business development strategy that drives results and achieves sales targets within the assigned region
Develop internal and external networks and referral sources to grow business
Collaborate with internal partners and subject matter experts in trust & estate, investment management and wealth planning to develop a holistic wealth plan for clients that address their specific wealth management issues
Work with internal partners to develop and present tax, estate, insurance, portfolio, and cash flow analyses that illuminate a client’s situation and help them achieve the goals for their wealth
Work with clients’ other advisors (attorney or CPA) to facilitate wealth planning and monitor progress
Create asset allocation scenarios and produce recommendations and narratives that match clients' goals and drive decision-making
Design, manage and monitor clients’ investment portfolios in line with portfolio allocation and risk management guidance
Develop deep fluency in the PCS value proposition, solutions, capabilities and key narratives about Capital Group’s and PCS’s investment philosophies, process and policies
Stay current with the market and economic environment and always be prepared to share perspectives or present market updates/outlooks
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run function