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SVP – Private Wealth Advisor
| Company | Capital Group |
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| Location | Los Angeles, CA, USA |
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| Salary | $100000 – $100000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s, MBA |
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| Experience Level | Expert or higher |
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Requirements
- You have an undergraduate degree along with a CFP, CFA, or MBA.
- You have at 15+ years of wealth management experience (ideally as an independent Registered Investment Advisor). You have an established and portable book of business or a referral network that will allow you to recreate a book of business with us.
- You are actively involved in your community, and engaged with charitable organizations and you cultivate a strong network of wealthy clients who value the expertise you bring to the table.
- You’re well versed in various investment and financial planning topics and committed to excellent client service.
- You are a knowledgeable and trusted advisor to sophisticated high net worth and ultra-high net worth clients. Your expertise will help clients reach their financial and life goals.
- You have a love for sales and have refined your presentation skills to appeal to a variety of audiences. You place a high value on being authentic, respectful, and engaging.
- You are a seasoned listener, using critical intel to help craft your strategy. You are present in the moment and pay careful attention to subtle verbal and nonverbal cues.
Responsibilities
- Work directly with clients to cultivate and foster relationships within Capital Group.
- Build your own practice and focus on exceptional investment results, holistic wealth planning and exceptional client experiences.
- Meet with clients, prospects, and referral sources to develop a book of business.
- Work alongside a diverse team of advisors to serve a wide array of individuals, families, foundations, and endowments.
Preferred Qualifications
No preferred qualifications provided.
