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. “I can influence my income.” You want to feel recognized r 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 on our Private Client Services team, you will work directly with clients to cultivate and foster relationships within Capital Group. You will have the opportunity to build your own practice and focus on what really matters. You will focus on exceptional investment results, holistic wealth planning and exceptional client experiences.  You’ll meet with clients, prospects, and referral sources to develop a book of business.

You will work alongside a diverse team of advisors to serve a wide array of individuals, families, foundations, and endowments. We will provide you with world-class marketing and investment solutions, administrative support, compliance oversight, wealth planning expertise, and investment management. Our support structure is ideally suited to navigate ongoing changes in the financial services industry and to address competitive forces.

We recently expanded our investment platform, allowing experienced advisors to easily transition existing client assets not currently invested in Capital Group services. Our robust platform gives clients access to an array of services including separate accounts, mutual funds, private equity, alternative strategies, and hedge funds. In addition to core investment strategies managed by various Capital Group units leveraging the distinctive Capital System, advisors can selectively use outside managers relying on research and support from our in-house manager research team.

You will have access to our Wealth Advisory and Client Solutions Groups experienced professionals with expertise in such areas as accounting, taxation, estate planning, business transition, stock options, financial and legacy planning, asset allocation, and philanthropy. “I am the person Capital Group is looking for.”You have an undergraduate degree along with a CFP, CFA, or MBA. You have at 10+ years of wealth management experience (ideally as an independent Registered Investment Advisor).

You have an established and portable book of business or a…