Wealth Planning Specialist

I can be myself at work.

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.

I can influence my income.

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.

• Bonus matching for charitable contributions
• Opportunity for flexible work options
• On-demand professional development resources
• Generous time-away and health benefits
• Annual grants for the organizations you love

I can succeed as a Wealth Specialist at Capital Group.

• Senior wealth planning professional
• Partnering closely with Private Wealth Advisors
• Delivering high-impact financial planning analyses, trust and estate strategies, asset allocation advice, and investment proposals
• Tailored expert guidance for each client’s unique goals
• Engaging with sophisticated professionals across a wide range of investment topics
• Simplifying complex financial concepts to build trusted relationships
• Training and supporting advisors by modeling best practices
• Collaborating with the Wealth Planning and Advisory Group to foster knowledge-sharing
• Contributing to thought leadership through client presentations and marketing content
• Influencing sales results and driving client acquisition strategies
• Spending approximately 85% of your time in client-facing activities

Location Options:

This role may be based in Los Angeles, San Francisco, or New York, with approximately 30% travel required.

Base Salary Range:

$217,000 - $261,000

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. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.

I Can Learn More About Capital Group.

• A culture, compensation and opportunities that empower our associates to build successful and prosperous careers
• Improving people’s lives through successful investing
• More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day
• Find us on LinkedIn, Instagram, YouTube and Glassdoor

Compensation and Benefits:

• Highest competitive base salary
• Individual annual performance bonus
• Capital’s annual profitability bonus
• Retirement plan where Capital contributes 15% of your eligible earnings

EEO Statement:

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.