About the role
- “I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. “I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. “I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. Enjoy 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 "I can succeed as a Private Wealth Advisor at Capital Group" 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. Day to day, you will: 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 "I am the person Capital Group is looking for" You have a undergraduate degree; CFP, CFA or MBA a plus You have 5+ years of wealth management or related industry experience and a demonstrated interest in new business development You have the ability to create and nurture a referral network capable of generating business You have 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 You have exceptional communication and presentation, skills and the ability to tailor messaging to distinct audiences, internally and externally You 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 You have willingness to engage in additional responsibilities “I can apply in less than 4 minutes.” You’ve reviewed this job posting and you’re ready to start the candidate journey with us.