Private Wealth Consultant – OAS

Capital Group•Scottsdale, AZ

5d•$130,000 - $210,000•Hybrid

About The Position

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. 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.

Requirements

Outstanding professional experience and industry knowledge.
Deep understanding of the HNW market, private wealth, and financial advisor needs.
Proven record of success as a leader in sales.
Demonstrated ability to build and nurture relationships with colleagues and external advisors.
Credible and influential, possessing strong executive presence and professional maturity.
Collaborative, partnering seamlessly with internal and external stakeholders to drive business outcomes.
Minimum of a Bachelors’ degree.
Series 65 required.
Actively seeking candidates based in Los Angeles with defined regional coverage that will require substantial field-based travel.

Nice To Haves

Additional designations CIMA, CFP, CFA or CPWA strongly preferred.

Responsibilities

Lead the OAS sales process in your territory by partnering with the Capital Group and PCS salesforces.
Identify advisors who need help acquiring and servicing the complex needs of high-net-worth households.
Work directly with advisors to close business.
Source new opportunities and own the sales process.
Partner with OAS Relationship Managers for new account discovery and onboarding.
Partner with OAS Investment Specialist for due diligence and portfolio solutions.