Wealth Planning Specialist

Capital Group•Los Angeles, CA

1d•$217,000 - $261,000•Hybrid

About The Position

As a Wealth Specialist at Capital Group, you’ll serve as a senior wealth planning professional, partnering closely with Private Wealth Advisors to deliver high-impact financial planning analyses, trust and estate strategies, asset allocation advice, and investment proposals. You’ll provide expert guidance tailored to each client’s unique goals, engage with sophisticated professionals across a wide range of investment topics, and simplify complex financial concepts to build trusted relationships. You’ll train and support advisors by modeling best practices, collaborate with the Wealth Planning and Advisory Group to foster knowledge-sharing, and contribute to thought leadership through client presentations and marketing content. Your insights will help influence sales results and drive client acquisition strategies. In this role, you’ll spend approximately 85% of your time in client-facing activities, preparing, presenting, and following up on meetings.

Requirements

Advanced knowledge in financial planning, portfolio construction, and trust & estate planning.
Expertise with financial planning models and tools.
Series 65 registration.
At least 10 years of experience in wealth and financial planning, with a strong track record in client-facing roles at respected financial institutions.
An undergraduate degree.

Nice To Haves

A CFP or similar designation (e.g., CPWA) preferred.
Advanced business degree or professional certification preferred.

Responsibilities

Serve as a senior wealth planning professional, partnering closely with Private Wealth Advisors.
Deliver high-impact financial planning analyses, trust and estate strategies, asset allocation advice, and investment proposals.
Provide expert guidance tailored to each client’s unique goals.
Engage with sophisticated professionals across a wide range of investment topics.
Simplify complex financial concepts to build trusted relationships.
Train and support advisors by modeling best practices.
Collaborate with the Wealth Planning and Advisory Group to foster knowledge-sharing.
Contribute to thought leadership through client presentations and marketing content.
Influence sales results and drive client acquisition strategies.
Spend approximately 85% of your time in client-facing activities, preparing, presenting, and following up on meetings.