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Private Wealth Consultant, Outsourced Advisory Solutions

$150k - $175k

Capital Group

divh2Private Wealth Consultant, Outsourced Advisory Solutions at Capital Group/h2pYou 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 uniquenessand were committed to fostering a strong sense of belonging in a respectful workplace./ppWe 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./ppYou want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. Youll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses./ppYou bring unique goals and interests to your job and your life. Whether youre raising a family, youre passionate about where you volunteer, or you want to explore different career paths, well give you the resources that can set you up for success./pulliEnjoy generous time-away and health benefits from day one, with the opportunity for flexible work options/liliReceive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love/liliAccess on-demand professional development resources that allow you to hone existing skills and learn new ones/li/ulpFounded in 1931, Capital Group is one of the worlds oldest and largest asset management firms with assets under management of $2.7 trillion. Its resources serve as the backbone of Capital Group Private Client Services (PCS), which originated in 1974 as the family office for Capital Group executives. PCS has since grown into a $38B business and its 40+ Private Wealth Advisors (PWAs) advise over 2,000 high net worth individuals and families./ppThe Outsourced Advisory Solutions (OAS) team is responsible for enabling and enhancing connectivity between PCS and Capital Groups expansive financial advisor network, leveraging PCS trust, resources and experience for the benefit of our partners and their high net worth clients./ppThe OAS Private Wealth Consultant (PWC) has responsibility for leveraging the Capital Group brand through the wholesaler, national account, and financial intermediary channels to attract and retain assets for PCS. The Private Wealth Consultant will grow OAS sales by partnering with Capital Groups sales force to help advisors close complex high net worth sales. The PWC will serve as a critical bridge between Capital Groups family office infrastructure and Capital Groups Wealth Management and Institutional Retirement business./ppAs a Private Wealth Consultant (PWC), you will lead the OAS sales process in your territory by partnering with the sales force to identify advisors who need help servicing the complex needs of high net worth households and working directly with advisors to close business. You will source new opportunities and you will own the sales process, working in close partnership with the OAS Relationship Managers for onboarding, due diligence, and development of custom solutions./ppYou are the person Capital Group is looking for./pulliYou have outstanding professional experience and industry knowledge, including a deep understanding of private wealth and financial advisor needs./liliYou have a proven record of success as a leader in sales, with a demonstrated ability to build and nurture relationships with colleagues and external advisors./liliYou are credible and influential, possessing strong executive presence and professional maturity./liliYou are collaborative, partnering seamlessly with internal and external stakeholders to drive business outcomes./liliYou have a minimum of a Bachelors degree, with additional designations CIMA, CFP, CFA or CPWA strongly preferred. Series 65 required./li/ulpBase Salary Range: $150,000 - $175,000/ppYouve reviewed this job posting and youre ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isnt what youre looking for, check out our other opportunities and join our talent community./ppAt Capital Group, the success of the people who invest with us depends on the people in whom we invest. Thats 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 peoples lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day./ppYou can learn more about our compensation and benefits here./pp* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans./ppWe 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./p/div

Capital Group
Vacancy posted 4 days ago
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