Private Wealth Advisor

“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.

About the role

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.

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
• Follow 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

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
• 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

Benefits

• Competitive base salary, individual annual performance bonus, plus Capital’s annual profitability bonus
• Company-funded retirement plan where Capital contributes 15% of your eligible earnings (including salary and variable pay, such as bonuses)
• Generous time-away and health benefits from day one, with the opportunity for flexible work options
• 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
• Access to on-demand professional development resources that allow you to hone existing skills and learn new ones

Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.