Wealth Planning Specialist

“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 at work. 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.” 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 Wealth Specialist at Capital Group.” As a Wealth Specialist at Capital Group, you’ll serve as a senior wealth planning professional, partnering closely with Private Wealth Advisors to deliver high-impact financial planning analyses, trust and estate strategies, asset allocation advice, and investment proposals. You’ll provide expert guidance tailored to each client’s unique goals, engage with sophisticated professionals across a wide range of investment topics, and simplify complex financial concepts to build trusted relationships. You’ll train and support advisors by modeling best practices, collaborate with the Wealth Planning and Advisory Group to foster knowledge-sharing, and contribute to thought leadership through client presentations and marketing content. Your insights will help influence sales results and drive client acquisition strategies. In this role, you’ll spend approximately 85% of your time in client-facing activities, preparing, presenting, and following up on meetings. “I am the person Capital Group is looking for.” You’re driven, strategic, and passionate about helping clients succeed. You bring: Advanced knowledge in financial planning, portfolio construction, and trust & estate planning. Expertise with financial planning models and tools. A CFP or similar designation (e.g., CPWA) preferred. Series 65 registration. At least 10 years of experience in wealth and financial planning, with a strong track record in client-facing roles at respected financial institutions. An undergraduate degree (advanced business degree or professional certification preferred). 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.” 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. 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.‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.You can learn more about our compensation and benefits here.* 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.SummaryLocation: Los Angeles; New York; San FranciscoType: Full time