Private Wealth Advisor — Build -Impact Book
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Location: New York
Capital Group, in New York, is seeking a Private Wealth Advisor to cultivate client relationships and build a practice within our Private Client Services team. You will meet with clients, prospects, and referral sources to develop a book of business and deliver exceptional investment results and holistic wealth planning.
The role requires an undergraduate degree plus CFP, CFA, or MBA, 10+ years of wealth management experience, and a portable book of business or strong referral network.
The Private Wealth Advisor — Build a High-Impact Book position in the Finance, Sales field is open for applications.
The position is based in New York, NY, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 90..
We aim to respond to suitable candidates as soon as possible.
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