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 annual grants for the organizations you love
• On-demand professional development resources

I can succeed as a Wealth Specialist at Capital Group.

• Partner closely with Private Wealth Advisors
• 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
• Influence sales results and drive client acquisition strategies
• Spend approximately 85% of your time in client-facing activities

Location Options:

• Los Angeles
• San Francisco
• New York

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.

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire.

Find us on LinkedIn, Instagram, YouTube and Glassdoor.

Additional Information:

• Per plan guidelines, restrictions and vesting requirements apply to the individual annual performance bonus, annual profitability bonus, and retirement plan contributions.
• Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

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.