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, backed by thorough research and individual accountability among their investment professionals. With over $2 trillion in assets under management, Capital Group serves millions of individual and institutional investors across the globe. Unlike many competitors, Capital Group emphasizes a long-term investment strategy and has maintained its goal of improving people's lives through successful investing for over 90 years. Their aim is to deliver superior investment results while ensuring a strong commitment to client service.

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