Full-Time

CAMPUS: Wealth Planning Summer Associate

Confirmed live in the last 24 hours

Capital Group

Capital Group

5,001-10,000 employees

Manages equity and fixed income assets

Fintech
Financial Services

Compensation Overview

$30.5Hourly

+ Annual Performance Bonus + Profitability Bonus

Entry

Los Angeles, CA, USA

Category
Private Equity
Finance & Banking

You match the following Capital Group's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Pursuing a bachelor’s degree in business, finance or a related field with an anticipated Spring 2026 graduation date
  • Current GPA of 3.0 or higher
  • Highly composed while navigating obstacles and/or change
  • Clear, concise, and thoughtful communication with the ability to adapt to different audiences
  • Ability to clearly assess capabilities with the drive to develop and take on new challenges
  • Notable success working collaboratively and autonomously
  • Well-organized with acute attention to detail
  • Strong time management skills
  • Deep interest in learning and mastering sophisticated wealth planning subjects
Responsibilities
  • Partner with wealth planning team members to build internal user guides and training materials of our new financial planning tools
  • Synthesize inputs from wealth planning members on aspects of the new tools
  • Determine how Private Client Services will use these tools across personas (WAG, PWA, Client Relationship Team (CRT))
  • Ensure materials will be used for training and process improvement for PWAs and CRTs

Capital Group focuses on managing investments for long-term growth, primarily through its American Funds® brand. The company utilizes high-conviction portfolios, which means they invest in a select number of securities that they believe will perform well based on thorough research. This approach is supported by a team of over 8,000 associates who are responsible for making informed investment decisions. Unlike many competitors, Capital Group emphasizes individual accountability among its investment professionals, ensuring that each team member is responsible for their investment choices. The company's goal is to enhance the financial well-being of its clients by providing successful investment strategies that have stood the test of time.

Company Stage

N/A

Total Funding

$703.7M

Headquarters

Beijing, China

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with KKR introduces innovative hybrid investment solutions.
  • Expansion in Greater China strengthens Capital Group's Asian market presence.
  • Entry into cryptocurrency with Metaplanet stake shows adaptability to new markets.

What critics are saying

  • Employment scams could harm Capital Group's reputation and trust.
  • Regulatory approval delays may impact new fund launches with KKR.
  • Cryptocurrency market volatility poses financial risks for Capital Group.

What makes Capital Group unique

  • Capital Group's 90-year history showcases its long-term investment expertise.
  • The firm manages over $2 trillion, indicating significant market influence.
  • Capital Group's global presence spans Europe, Asia, Australia, and the Americas.

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Benefits

401(k) Retirement Plan

Performance Bonus