Jobs · Finance · New York

Private Wealth Advisor

Capital Group · New York, United States · 3 wk ago
Finance$100k/yrFull-time
We need to output HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title. Must not include boilerplate like EEO, equal opportunity, scam warning, cookie/navigation, legal, duplicated lines, application instructions. Must preserve all substantive info. We need to parse the posting. Let's extract content: First paragraph: “I can be myself at work.” ... about belonging, values, etc. This is about culture, maybe "About the role" or "About the company". Could be "About the role" or "About Capital Group". Since we have a section "About the role" allowed. We'll put that content there. Next: “I can influence my income.” ... about compensation: competitive salary, bonuses, benefits, company-funded retirement contribution factoring salary and variable pay including bonuses. Also later mentions base salary $100,000 + applicable sales commissions and bonuses, discretionary annual incentive program, standard benefits package including paid time off, medical, dental and retirement. Also later: "In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings." So we have Pay and Benefits details. Next: “I can lead a full life.” ... generous time-away and health benefits from day one, flexible work options, 2-for-1 matching gifts for charitable contributions, opportunity to secure annual grants, on-demand professional development resources. This is Benefits and maybe Schedule (flexible work options). Also time-away (PTO). So we can include Benefits and Schedule. Next: “I can succeed as a Private Wealth Advisor at Capital Group.” ... description of role responsibilities: work directly with clients, cultivate relationships, build own practice, focus on investment results, holistic wealth planning, client experiences, meet with clients/prospects/referral sources to develop book of business, work alongside diverse team, world-class marketing and investment solutions, administrative support, compliance oversight, wealth planning expertise, investment management, support structure, expanded investment platform, access to services (separate accounts, mutual funds, private equity, alternative strategies, hedge funds), core investment strategies, can use outside managers, access to Wealth Advisory and Client Solutions Groups experts in accounting, taxation, estate planning, business transition, stock options, financial and legacy planning, asset allocation, philanthropy. This is Responsibilities. Next: “I am the person Capital Group is looking for.” ... qualifications: undergraduate degree plus CFP, CFA, or MBA; at least 10+ years wealth management experience (ideally as independent RIA); established portable book of business or referral network; actively involved in community, engaged with charitable organizations, cultivate strong network of wealthy clients; well versed in various investment and financial planning topics; committed to excellent client service; knowledgeable trusted advisor to sophisticated HNW/UHNW clients; expertise helps clients reach goals; love for sales, refined presentation skills; high value on being authentic, respectful, engaging; seasoned listener, using critical intel; present in moment, pay attention to subtle cues. This is Requirements/Qualifications/Skills. Could split: Requirements (experience, education, certifications), Qualifications (book of business, community involvement), Skills (presentation, listening, etc.). But we prefer few substantive sections. Could combine into Requirements and Skills. We also have Pay details: base salary $100,000 + applicable sales commissions and bonuses; discretionary annual incentive program; standard benefits package; retirement plan 15% contribution; individual annual performance bonus; annual profitability bonus. Benefits: health benefits, time-away, flexible work options, 2-for-1 matching gifts, annual grants, on-demand professional development, retirement contributions, etc. Schedule: flexible work options mentioned; also generous time-away (PTO). Could be Schedule section. We must not include boilerplate: EEO, equal opportunity, etc. Also remove duplicated lines, application instructions like "I can apply in less than 4 minutes." etc. Also remove "I Can Learn More About Capital Group." maybe not needed as it's more about company but could be part of About the role? Might be considered boilerplate? It's describing company culture, but we already have About the role covering culture. Might be redundant. We'll omit. Also remove "1 Heart reaction." etc. We must not include job ID/requisition numbers. We must not include sections with placeholder text like "commensurate with experience". Not present. We need to output only HTML fragment, no /, no markdown fences. We'll produce something like:

About the role

... content ...

Responsibilities

  • ... each duty as li

Requirements

  • ... each requirement

Skills

  • ... each skill

Pay

... salary details ...

Benefits

  • ... each benefit

Schedule

... flexible work options, generous time-away ...

We need to ensure we don't repeat info unnecessarily. Let's extract precise sentences. About the role: from first block: “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. We'll put that as paragraph. Responsibilities: from “I can succeed as a Private Wealth Advisor at Capital Group.” paragraph. Let's break into bullet points: - Work directly with clients to cultivate and foster relationships within Capital Group. - Build your own practice and focus on what really matters. - Focus on exceptional investment results, holistic wealth planning, and exceptional client experiences. - Meet with clients, prospects, and referral sources to develop a book of business. - Work alongside a diverse team of advisors to serve a wide array of individuals, families, foundations, and endowments. - Receive world-class marketing and investment solutions, administrative support, compliance oversight, wealth planning expertise, and investment management. - Navigate ongoing changes in the financial services industry and address competitive forces using our support structure. - Transition existing client assets not currently invested in Capital Group services via our expanded investment platform. - Access an array of services including separate accounts, mutual funds, private equity, alternative strategies, and hedge funds. - Leverage core investment strategies managed by various Capital Group units using the distinctive Capital System™, and selectively use outside managers with research and support from our in‑house manager research team. - Access Wealth Advisory and Client Solutions Groups professionals with expertise in accounting, taxation, estate planning, business transition, stock options, financial and legacy planning, asset allocation, and philanthropy. We'll put each as
  • . Requirements: from “I am the person Capital Group is looking for.” bullet points: - Undergraduate degree along with a CFP, CFA, or MBA. - At least 10+ years of wealth management experience (ideally as an independent Registered Investment Advisor). - Established and portable book of business or a referral network that will allow you to recreate a book of business with us. - Actively involved in your community, and engaged with charitable organizations. - Cultivate a strong network of wealthy clients who value the expertise you bring to the table. - Well versed in various investment and financial planning topics. - Committed to excellent client service. - Knowledgeable and trusted advisor to sophisticated high net worth and ultra‑high net worth clients. - Expertise will help clients reach their financial and life goals. - Love for sales and refined presentation skills to appeal to a variety of audiences. - Place a high value on being authentic, respectful, and engaging. - Seasoned listener, using critical intel to help craft your strategy. - Present in the moment and pay careful attention to subtle verbal and nonverbal cues. We'll put as
  • . Skills: maybe separate presentation, listening, authentic, etc. But we could combine into Skills: presentation skills, listening skills, authenticity, relationship building, etc. However we already have many of those in Requirements. To avoid duplication, maybe we treat Requirements as experience/education, and Skills as soft skills: presentation, listening, authenticity, relationship building, etc. But we have overlapping. Could just have Requirements and Skills combined? The instruction: Prefer a few substantive sections over many thin ones. So we could have Requirements (including education, experience, book of business, community involvement) and Skills (presentation, listening, authenticity, etc.). Let's extract skills: - Love for sales and refined presentation skills to appeal to a variety of audiences. - Seasoned listener, using critical intel to help craft strategy. - Present in the moment and pay careful attention to subtle verbal and nonverbal cues. - High value on being authentic, respectful, and engaging. - Commitment to excellent client service. - Knowledgeable and trusted advisor to sophisticated HNW/UHNW clients. - Ability to help clients reach financial and life goals. But some of these overlap with requirements. Might be okay. Pay: details: - Base salary for this role is $100,000 + applicable sales commissions and bonuses. - Specific pricing may vary within the above range based on candidate experience and skills. - Roles may also be eligible for additional compensation and/or benefits. - Eligibility to participate in a discretionary annual incentive program is subject to program rules; award depends on individual and organizational performance. - In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement. - In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. We'll combine into paragraph. Benefits: list: - Generous time‑away and health benefits from day one. - Opportunity for flexible work options. - 2‑for‑1 matching gifts for charitable contributions. - Opportunity to secure annual grants for the organizations you love. - Access to on‑demand professional development resources to hone existing skills and learn new ones. - Retirement plan with Capital contributing 15% of eligible earnings (also mentioned in Pay but okay). - Paid time off, medical, dental, retirement (standard benefits). - Possibly also mention "company-funded retirement contribution will factor in salary and variable pay, including bonuses." but that's more Pay. We'll list unique benefits. Schedule: Flexible work options, generous time‑away (PTO). We'll put paragraph: Flexible work options available; generous paid time‑away and health benefits from day one. Now ensure we don't include boilerplate like "We are an equal opportunity employer..." etc. Remove. Also remove duplicated lines like "I can be myself at work." etc we already used. Now produce HTML. Check for any leftover boilerplate: The text includes "Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations." That's substantive about salary disclosure, we can include in Pay maybe as note. But it's not boilerplate; it's a legal requirement. We can include as part of Pay. Also "Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans." That's a note about benefits eligibility; we can include in Benefits or Pay note. We'll include that as a note in Benefits maybe. Now produce final HTML. Make sure to use

    for each section

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