- 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 engage d 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.
-
Wealth Advisor
1 week ago
Premier America Credit Union Los Angeles, United StatesJob Title: · Wealth Advisor · At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of ...
-
Wealth Management Advisor
2 days ago
RVW Wealth Los Angeles, United StatesWealth Advisor RVW Wealth · About Us: · RVW Wealth is a leading wealth management firm born out of a successful CPA firm. Our unique, client-centric approach integrates comprehensive financial solutions that extend beyond portfolio management. Our team includes CPAs, MBTs, CFAs, ...
-
Senior Wealth Advisor
1 week ago
Atlas Los Angeles, United StatesAtlas is a next-gen wealth and asset management company. We are building the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. · As a VC-backed FinTech company, our t ...
-
Senior Wealth Advisor
6 days ago
M&T Bank Los Angeles, United StatesOverview: · Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management ...
-
Wealth Management Advisor
2 weeks ago
Capstone Partners Financial and Insurance Services (LA) Los Angeles, United StatesJob Description · Job DescriptionCapstone Partners is seeking a Wealth Management Advisor with 2-4 years of financial planning experience and an existing book of business to join one of our established producer groups. · The best way we can understand if we are the right fit for ...
-
Wealth Advisor CFA
4 days ago
Advisor Business Solutions Los Angeles, United StatesOur client is an RIA located in the Pasadena area managing $500+ mil AUM and servicing HNW clients over $1 mil++ in assets. The firm seeks a Wealth Advisor CFA responsible for solid planning knowledge and HNW client relationship management skills with a high pace of daily activit ...
-
SVP-Wealth Advisor
2 weeks ago
ECG Resources Los Angeles, United StatesJob Description · Job DescriptionPrivately Held Multi-Trillion Dollar Investment Firm seeks an SVP/Private Wealth Advisor in LA to join an exclusive Private Client team and serve as primary point of contact for UHNW clients in providing full suite of investment solutions in addit ...
-
Senior Wealth Advisor
1 week ago
Glades Talent Los Angeles, United StatesJob Description · Job DescriptionWe are a next-gen wealth and asset management company. We are building and leveraging the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more effici ...
-
Senior Wealth Advisor
1 week ago
Wilmington Trust Los Angeles, United StatesOverview: · Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management ...
-
Senior Wealth Advisor
1 week ago
Atlas Los Angeles, United StatesAtlas is a next-gen wealth and asset management company. We are building the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. · As a VC-backed FinTech company, our ...
-
Senior Wealth Advisor
3 days ago
Glades Talent Los Angeles, United StatesJob Description · Job Description · We are a next-gen wealth and asset management company. We are building and leveraging the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more e ...
-
Wealth Management Advisor
4 days ago
Jobot Los Angeles, United StatesHybrid Opportunity- Wealth Management Firm · This Jobot Job is hosted by: Heather Burnach · Are you a fit? Easy Apply now by clicking the "Apply" button · and sending us your resume. · Salary: $150,000 - $200,000 per year · A bit about us: · With offices in Los Angeles, Cali ...
-
Wealth Management Advisor
5 days ago
Jobot Los Angeles, United StatesJob Description · Job DescriptionHybrid Opportunity- Wealth Management Firm · This Jobot Job is hosted by: Heather Burnach · Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. · Salary: $150,000 - $200,000 per year · A bit about us: · With ...
-
Wealth Management Advisor
3 weeks ago
US Bank Los Angeles, United StatesJob Description · At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition ...
-
Sr. Manager, Wealth Advisor
5 days ago
The Charles Schwab Corporation Los Angeles, United StatesAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Senior Wealth Advisor within Schwab Wealth Wealth Advisor, Advisor, Wealt ...
-
Private Wealth Advisor Director
1 week ago
Bank of Montreal Los Angeles, United StatesPrivate Wealth Advisor Director page is loaded · Private Wealth Advisor Director · Apply · locations · Los Angeles, CA, USA · Newport Beach, CA, USA · time type · Full time · posted on · Posted Yesterday · job requisition id · R · Application Deadline: · 01/28/2024 Ad ...
-
SVP-Wealth Advisor
2 weeks ago
ECG Resources, Inc. Los Angeles, United StatesJob Description · Job Description · Privately Held Multi-Trillion Dollar Investment Firm seeks an SVP/Private Wealth Advisor in LA to join an exclusive Private Client team and serve as primary point of contact for UHNW clients in providing full suite of investment solutions in ...
-
Wealth Management Advisor
2 weeks ago
Capstone Partners Los Angeles, United StatesCapstone Partners is seeking a Wealth Management Advisor with 2-4 years of financial planning experience and an existing book of business to join one of our established producer groups. The best way we can understand if we are the right fit for your practice is by understanding w ...
-
Wealth Management Advisor
2 weeks ago
Capstone Partners Los Angeles, United States· Capstone Partners is seeking a Wealth Management Advisor with 2-4 years of financial planning experience and an existing book of business to join one of our established producer groups. · The best way we can understand if we are the right fit for your practice is by understan ...
-
Wealth Advisor
1 week ago
Premier America Credit Union Chatsworth, United StatesJob Title: Wealth Advisor · At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of ac ...
SVP, Private Wealth Advisor - Los Angeles, United States - Capital Group
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
Within the Capital Group, Private Client Services is the organization that services the complex needs of the wealthiest investors. Started almost five decades ago as a family office managing the assets of Capital Group's founders, senior executives and loved ones, today PCS manages over $30B for over 1,500 ultra-high net worth (UHNW) families, endowments and foundations. PCS is the only division within CG that works directly with our clients to meet their unique goals and objectives with respect to asset allocation, financial planning, wealth transfer or trust services.
"I can succeed as a Private Wealth Advisor at Capital Group."
As a Private Wealth Advisor on our Private Client Services team, you will work directly with clients to cultivate and foster relationships within Capital Group. You will have the opportunity to build your own practice and focus on what really matters. You will focus on exceptional investment results, holistic wealth planning and exceptional client experience s. You'll meet with clients, prospects, and referral sources to develop a book of business. You will work alongside a diverse team of advisors to serve a wide array of individuals, families, foundations, and endowments.
We will provide you with world-class marketing and investment solutions, administrative support, compliance oversight, wealth planning expertise , and investment management. Our support structure is ideally suited to navigate ongoing changes in the financial services industry and to address competitive forces. We recently expanded our investment platform, allowing experienced advisors to easily transition existing client assets not currently invested in Capital Group services.
Our robust platform gives clients access to an array of services including separate accounts, mutual funds, private equity, alternative strategies, and hedge funds. In addition to core investment strategies managed by various Capital Group units leveraging the distinctive Capital System, advisors can selectively use outside managers relying on research and support from our in-house manager research team. You will have access to our Wealth Advisory and Client Solutions Groups experienced professionals with expertise in such areas as accounting, taxation, estate planning, business transition, stock options, financial and legacy planning, asset allocation , and philanthropy.
"I am the person Capital Group is looking for."
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 Canada and 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.