Private Wealth Consultant OAS

Private Wealth Consultant, Outsourced Advisory Solutions at Capital Group

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 uniquenessand 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.

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.

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

Founded in 1931, Capital Group is one of the world's largest asset management firms with assets under management of over $3.2 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 $50B, full-service wealth management firm, with 250 associates that partner with advisors to deliver personalized planning, HNW portfolio construction, trust & estate services, and more to wealthy families around the country. The Outsourced Advisory Solutions (OAS) team is responsible for enhancing connectivity between PCS and Capital Group's expansive financial advisor network.

The OAS Private Wealth Consultant (PWC) has responsibility for leveraging the CG brand through Capital Group wholesalers and financial intermediary channels to attract and retain HNW assets. The Private Wealth Consultant will grow OAS sales by partnering with Capital Group's sales force to help advisors close complex high net worth sales. The PWC will serve as a critical bridge between Capital Group's family office infrastructure and Capital Group's Wealth Management and Institutional Retirement business.

As a Private Wealth Consultant (PWC), you will lead the OAS sales process in your territory by partnering with the Capital Group and PCS salesforces. Together you will identify advisors who need help acquiring and servicing the complex needs of high-net-worth households and will work 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 new account discovery and onboarding, as well as the OAS Investment Specialist for due diligence, and portfolio solutions.

We are actively seeking candidates based in Los Angeles with defined regional coverage that will require substantial field-based travel.

The base salary for this role is $130,000-$210,000 + applicable bonuses.

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.