SVP Private Wealth Advisor

Role Overview

Start by showing recruiters you understand the team's mission and environment.

“I can succeed as a Private Wealth Advisor at Capital Group.”

One of the nation’s leading wealth management firms, Capital Group Private Client Services, is looking to selectively add to its team of wealth advisors around the country.  You have the skills and experience necessary to self-generate new leads of high-net worth clients by executing a business development strategy to identify prospective clients, open new relationships and cultivate referral sources.  As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations.  You will also help nonprofit foundations and endowments realize their long-term financial objectives through effective planning and investment management.  You will be provided a full support structure to help you build your own practice by cultivating prospective clients and referral sources to develop your book of business. You will work alongside a diverse team of advisors and have a dedicated client service team to support the individuals, families, foundations, and endowments that you serve.

We will provide you with world-class investment solutions, wealth planning and investment management expertise, marketing and administrative support, and compliance oversight.  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 proprietary and non-proprietary 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.