Wealth Planning Specialist
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.
- A CFP or similar designation (e.g., CPWA) preferred.
- 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 (advanced business degree or professional certification preferred).
Responsibilities
- Partnering closely with Private Wealth Advisors to 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.
- Preparing, presenting, and following up on meetings.
Benefits
- competitive salary
- bonuses
- benefits
- company-funded retirement contribution
- generous time-away
- health benefits
- flexible work options
- 2-for-1 matching gifts for your charitable contributions
- opportunity to secure annual grants for the organizations you love
- on-demand professional development resources
- individual annual performance bonus
- Capital’s annual profitability bonus
- retirement plan where Capital contributes 15% of your eligible earnings
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
