Wealth Planning Specialist

Wealth Specialist As a Wealth Specialist at Capital Group, you will 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 will 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. Teams you will be part of include the Wealth Planning and Advisory Group, where you will train and support advisors by modeling best practices, 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. Responsibilities Partner closely with Private Wealth Advisors to deliver financial planning analyses, trust and estate strategies, asset allocation advice, and investment proposals. Provide expert guidance tailored to each client’s unique goals and simplify complex financial concepts. Engage with sophisticated professionals across a wide range of investment topics. Train and support advisors by modeling best practices. Foster knowledge‑sharing within the Wealth Planning and Advisory Group. Contribute to thought leadership through client presentations and marketing content. Help influence sales results and drive client acquisition strategies. Qualifications Advanced knowledge in financial planning, portfolio construction, and trust & estate planning. Expertise with financial planning models and tools. 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 & Compensation Location Options: Los Angeles, San Francisco, or New York, with approximately 30% travel required. Base Salary Range: $217,000 – $261,000. Compensation Details: In addition to a highly competitive base salary, you will be eligible for an individual annual performance bonus, Capital’s annual profitability bonus, and a retirement plan where Capital contributes 15% of your eligible earnings. Benefits 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. Equal Opportunity Employer Statement 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. #J-18808-Ljbffr Capital Group