Full-Time
Regional Wealth Management Consultant
Updated on 8/20/2026
Capital Group
5,001-10,000 employees
Asset management with long-term portfolios
Compensation Overview
$125.9k - $201.5k/yr
Los Angeles, CA, USA
Hybrid
Primarily virtual work with strategic in-person interactions in Southern California.
Bachelor's
 Sales & Account Management (1) |
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- Demonstrate in-depth knowledge of investment selection and analysis, asset allocation, and portfolio construction methodology, with the ability to apply this knowledge to advisors in the market.
- Have working knowledge of technology used to develop and provide analyses and to conduct virtual meetings and presentations.
- Understand retirement plan terminology and the retirement plan marketplace, including the Employee Retirement Income Security Act and advisor-sold investment-only platforms.
- Have strong communication, relationship-building, and consultative selling skills.
- Hold a bachelor's degree.
- Hold an SIE registration and Series 7 and Series 66 registrations, or equivalent.
- Have 3-5 years of internal or hybrid wholesaling experience.
- Develop and implement a business plan supporting North American Client Group sales goals while covering a defined territory as the sole wholesaler.
- Partner with key territory stakeholders to ensure comprehensive territory coverage of advisors.
- Work independently to create relationships and drive sales to raise and retain assets through virtual interactions and strategic in-person interactions with financial advisors.
- Identify advisors' business-practice needs and their clients' needs.
Capital Group is a private investment firm that manages equities and fixed-income assets for individuals and institutions. It focuses on long-term investing through high-conviction portfolios and rigorous research, using the American Funds lineup to seek solid results. The firm differentiates itself with a globally distributed team of more than 8,000 associates and a strong emphasis on personal accountability guiding investment decisions. Its goal is to improve people’s lives through successful investing.
Company Size
5,001-10,000
Company Stage
N/A
Total Funding
$65B
Headquarters
Dongcheng District, China
Founded
N/A
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Simplify's Take
What believers are saying
- August 2026 New York expansion adds 200 jobs and 50,000 square feet at 345 Park Avenue.
- March 2026 Charlotte hub brings 600 jobs and $60 million investment, diversifying operations.
- July 2026 Canadian ETF launches and U.S. ETF momentum show accelerating product breadth and inflows.
What critics are saying
- Capital Group faces an active ERISA class action over its 401(k) lineup, with litigation active in 2026.
- BlackRock and Vanguard keep squeezing fees, and Capital Group’s ETF push must prove durable margins.
- If active ETFs stall after 2026 launches, Capital Group’s growth story loses credibility with advisors.
What makes Capital Group unique
- Capital Group still runs high-conviction active portfolios after 90 years, not benchmark-cloning products.
- Its multiple portfolio manager system and rigorous research culture differentiate American Funds from passive giants.
- Private ownership lets Capital Group prioritize long-term hiring, offices, and client relationships over quarterly earnings.
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Benefits
401(k) Retirement Plan
Performance Bonus
Company News
Capital Group to invest $38M in Midtown Manhattan expansion, add 200 jobs. Capital Group is expanding its Midtown Manhattan office footprint at 345 Park Avenue with a roughly $38 million investment expected to create 200 jobs, backed by up to $3 million in New York state tax credits. Capital Group, one of the world's largest active asset managers, is expanding its footprint in Midtown Manhattan with a roughly $38 million capital investment expected to create 200 new full-time jobs over five years, New York Gov. Kathy Hochul's office announced Aug. 11. The state announcement said Capital Group will add roughly 50,000 square feet of leased office space at 345 Park Avenue, a Rudin Management-owned tower, to accommodate its growth. New York State is granting the company up to $3 million in tax credits through the Excelsior Jobs Program to support the expansion. "New York continues to attract world-class financial services firms because of our unmatched talent, infrastructure and business ecosystem," Hochul said in the announcement. Hope Knight, president and CEO of Empire State Development, the state's economic development arm that administers the Excelsior program, said the investment "reinforces that momentum by creating hundreds of high-paying jobs and investing in additional office space in Manhattan." A deepening New York presence. Capital Group currently employs about 350 people across New York State, according to the governor's office. The firm, which manages $3.6 trillion in assets and employs more than 9,000 people across 34 offices worldwide, is approaching its 100th anniversary in 2031. Matt O'Connor, who leads Capital Group's North America client group, was quoted in the state's release: "This investment reflects our conviction that strong, human-centered partnerships matter, and that now is the right time to lean into one of our greatest strengths." The Excelsior Jobs Program, which the state is using to help fund the expansion, offers tax credits to companies in targeted industries - including financial services - that commit to job creation and investment thresholds in New York. Companies earn the credits over a benchmark period tied to actual job creation and investment, rather than receiving them upfront, meaning Capital Group's full $3 million credit is contingent on it following through on the 200-job, $38 million commitment over the coming years. 345 Park Avenue is one of several large Midtown towers Rudin Management has owned and managed for decades as part of its broader Park Avenue office portfolio. The building sits in the heart of Manhattan's financial-services office corridor, within blocks of other major asset managers, banks and insurers. What it means. The expansion adds to a run of large financial-sector commitments to Manhattan office space this year, arriving as Manhattan office leasing volume jumped 28% year over year in July, according to Colliers, with availability falling to its lowest level since September 2020. It also follows continued investor appetite for well-located Park Avenue office towers, including Vornado's recent move to buy into a $1.1 billion Park Avenue office plaza. The governor's release confirms the $38 million investment, the 200-job target and roughly 50,000 square feet of additional leased space as the state-verified terms of the deal. RealtyWire could not independently confirm additional lease specifics, such as exact floor count or lease term, that have circulated elsewhere; those details should be treated as unconfirmed pending a direct statement from Capital Group or Rudin Management. New York has leaned heavily on state incentive programs like Excelsior in recent years to compete with lower-tax states for financial-sector jobs, arguing that access to talent and infrastructure outweighs the cost advantages some firms find in Texas, Florida or Tennessee. Capital Group's decision to grow rather than relocate its New York presence - even as it also builds out hub offices elsewhere, including Los Angeles and Charlotte - offers the state a data point in that ongoing competition, though it does not resolve the broader debate over corporate relocation trends nationally.
Capital Group to invest $38 million in New York City expansion, creating 200 jobs. Governor Kathy Hochul announced on Aug. 11 that Capital Group will expand its New York City operations with a project expected to create 200 new full-time jobs over five years and invest approximately $38 million at 345 Park Avenue in Manhattan. The initiative is supported by up to $3 million in performance-based Excelsior Jobs Program tax credits and aims to strengthen New York's position as a global financial services capital while supporting job growth in Midtown East. "New York continues to attract world-class financial services firms because of our unmatched talent, infrastructure and business ecosystem," Hochul said. "Capital Group's decision to expand in New York City and create 200 new high-paying jobs is another sign that the Empire State remains the premier destination for global finance and investment management companies looking to grow and compete." Empire State Development President, CEO and Commissioner Hope Knight said, "Under Governor Hochul's leadership, New York continues to strengthen its position as the nation's financial capital and a leading destination for high-growth investment firms. Capital Group's expansion reinforces that momentum by creating hundreds of high-paying jobs and investing in additional office space in Manhattan, helping drive continued economic opportunity in one of New York's most important industries." Matt O'Connor, CEO of Capital Group's Client Group, said, "This investment reflects our conviction that strong, human-centered partnerships matter, and that now is the right time to lean into one of our greatest strengths. As a private company, when others are stepping back, we're prioritizing talent and long-term client needs. We're focused on delivering two primary services to our advisors, solutions that can provide superior investment results over the long term and true business partnership." As part of the expansion project nearing its centennial anniversary in 2031, Capital Group plans to lease about 50,000 square feet of additional office space. The company currently employs around 350 associates statewide; roles supported by this expansion will include positions across investment management, client services, technology, operations, sales and related functions. The project is expected to generate significant long-term economic impact for New York State through increased payrolls, additional tax revenue and indirect job creation tied to growing operations.
Charlotte NC job boom: Capital Group adds high-salary jobs. 0 comments Would you move to Charlotte, North Carolina, if you were offered a job paying nearly $200,000 a year? A major investment firm is doing exactly that. Capital Group is bringing almost 700 high-paying executive jobs to Mecklenburg County, and the company is actively recruiting software engineers, data professionals, and other skilled workers. This news matters for anyone thinking about moving to Charlotte or anyone who believes the city does not have good jobs. The Capital Group expansion is part of a larger story of strong job growth in the Charlotte region. Charlotte Center City Partners Capital Group's high-paying jobs in Charlotte NC. Capital Group, one of the largest active asset managers in the world, announced in March 2026 that it will open a major East Coast operations hub in Charlotte. The company plans to create 600 new jobs in Mecklenburg County over the next several years. These are not entry-level positions. The average salary for these roles is expected to be at least $194,141, which is more than double the average wage in Mecklenburg County. The state of North Carolina approved a Job Development Investment Grant to support this project. Over a 12-year term, the project is estimated to grow the state economy by $5.2 billion. Capital Group will invest $60 million in its local expansion, and the new jobs are expected to bring more than $116 million in annual payroll to the region. NC Governor Who Capital Group is hiring in Charlotte. Capital Group is looking for people with strong technical and analytical skills. The company is hiring for roles in technology, data, security, and operations at its new Charlotte office. These positions support the firm's investment and client services teams. Capital Group offers a strong benefits package. Every year, the company contributes 15 percent of eligible compensation toward each employee's retirement. Workers also receive two annual bonuses, one based on individual performance, and one based on company profitability. Compensation & benefits | Capital Group Charlotte NC job market: stronger than you think. Some people think Charlotte does not have enough good jobs. The data shows otherwise. The Charlotte, Concord, and Gastonia metro area added 37,600 nonfarm payroll jobs in 2025, according to USAFacts. In 2026, the Charlotte area has gained an average of 1,200 to 1,600 jobs every month. USAFacts State projections show that the Charlotte region will account for nearly one-third of all new jobs in North Carolina through 2032. The Charlotte region is expected to add approximately 153,000 new jobs by 2032, representing an 11.8 percent growth in the job market. This growth is happening across many sectors, including financial services, technology, health care, and professional services. NC Commerce Charlotte also ranks highly for job markets for college graduates. The metro area ranked number 9 nationally among the best job markets for college graduates in recent rankings, driven by stronger hiring and wages. Economic Development | Charlotte Center City Partners Charlotte housing market for new residents. If you are moving to Charlotte for a new job, you will want to understand the local housing market. The median home price in Charlotte reached $412,500 as of May 2026, reflecting a 4.1 percent year-over-year increase, according to Canopy MLS data. This price point is still lower than many other major metro areas on the East Coast, which is one reason why Charlotte continues to attract new residents and businesses. New listing activity in the Charlotte region has also increased, giving buyers more options. For people earning salaries in the $150,000 to $200,000 plus range, the Charlotte housing market offers a wide range of choices, from urban condos in Uptown to single-family homes in suburban neighborhoods. Why major companies choose Charlotte NC. Charlotte has become a top destination for large employers for several reasons. The city has a strong financial services base, a growing technology sector, and a business-friendly environment. Capital Group's decision to add 600 high-paying jobs through its new East Coast hub shows this momentum. The company's expansion brings significant investment and payroll to the region, reinforcing Charlotte's reputation as a place where major firms choose to grow. Economic Development | Charlotte Center City Partners Charlotte added 37,600 jobs in 2025, with nearly 40 percent in office-using sectors. This growth is translating into strong demand for office space and continued investment in the city center. The state of North Carolina also offers incentive programs such as the Job Development Investment Grant to help attract and retain major employers. NC Governor Conclusion. Charlotte is not a city without jobs. It is a city that is adding thousands of high-paying positions every year. Capital Group is bringing 600 executive-level jobs to Mecklenburg County with average salaries near $200,000. This is just one example of the strong job growth happening across the Charlotte region. If you are thinking about moving to Charlotte or want to learn more about the local housing market, contact Showcase Realty at (704) 512-0070 or visit showcaserealty.net. Faq. What kinds of jobs are available in Charlotte right now? Charlotte has opportunities in financial services, technology, health care, professional services, and more. Major employers include banks, investment firms, technology companies, and health systems. Capital Group is currently hiring for technical and operations roles with high salary ranges. Economic Development | Charlotte Center City Partners How much do I need to earn to live comfortably in Charlotte? The average wage in Mecklenburg County is about $90,706. The median home price is $412,500. People earning $150,000 or more can afford a wide range of housing options and still have money left for savings and other expenses. The state of the Charlotte market | Opendoor Is Charlotte a good place for young professionals and families? Charlotte ranks highly for job markets for college graduates and offers a mix of urban and suburban neighborhoods. The city has a growing arts and culture scene, many parks, and a range of schools and daycare options. Economic Development | Charlotte Center City Partners How do I find a home in Charlotte if I am moving for a new job? Working with a local real estate agent can help you understand neighborhoods, schools, and commute times. Showcase Realty can help you find a home that fits your budget and lifestyle. Contact Showcase Realty, LLC at (704) 512-0070 or visit showcaserealty.net. What is the job outlook for Charlotte in the next few years? State projections show that Charlotte will add approximately 153,000 new jobs by 2032. The region is expected to account for nearly one-third of all new jobs in North Carolina. This suggests strong continued demand for workers across many industries. North Carolina's Regional Employment Outlook: 2022-2032 Occupational Projections | NC Commerce
Capital Group Canada launches three active equity ETFs on TSX. 23 July 2026 The ETF suite now includes five active equity ETFs and two active fixed income ETFs designed to sit at the core of investment portfolios TORONTO, July 23, 2026 /CNW/ - Capital International Asset Management (Canada), Inc. ("Capital Group Canada") has launched three new active exchange-traded funds (ETFs) that begin trading on the Toronto Stock Exchange (TSX) today. The three equity strategies are designed to give options for investors looking to diversify their portfolios with non-domestic exposures including U.S., international and developed market securities. The new active ETFs are: * CAPU - Capital Group U.S. Equity Select ETF (Canada): Seeks long-term growth of capital and income through investments primarily in common stocks of U.S. issuers. * CAPN - Capital Group International Developed Equity Select ETF (Canada): Seeks to provide prudent growth of capital through investments primarily in equity securities of issuers in developed markets outside North America. * CAPQ - Capital Group Global Developed Equity Select ETF (Canada): Seeks to provide prudent growth of capital through investments primarily in equity securities of issuers in developed markets. "As demand for ETFs continues to grow, our expanded lineup gives investors more ways to access Capital Group's distinctive active investment approach, including our deep research capabilities and multiple portfolio manager system," said Rick Headrick, president of Capital Group Canada. "As one of the world's largest active investment managers with over 90 years of experience, we are able to share the benefits of our global scale and offer competitively priced active ETFs designed to sit at the core of an investor's portfolio." "Clients tell us they are looking beyond borders for opportunities to build diversified portfolios," said Angela Shim, head of product and development at Capital Group Canada. "The three equity strategies expand Capital Group Canada's core offerings in U.S., international, and global equities, giving investors flexible solutions that can help them navigate global markets and stay focused on their long-term investment goals." The three ETFs closed their initial offering of units on July 22, 2026. The additions expand Capital Group Canada's ETF lineup to seven, building on a prior launch of two equity and two fixed income ETFs. Details of Capital Group Canada's full suite of active ETFs can be found here. About Capital Group Capital International Asset Management (Canada), Inc. is part of Capital Group, a global investment management firm originating in Los Angeles, California. As Capital Group approaches its 100th anniversary in 2031, its long-term strategy remains firmly rooted in its mission to improve people's lives through successful investing. With over 9,000 associates and 34 offices around the world, Capital Group manages US$3.6 trillion in assets for millions of wealth management and institutional clients around the world*. *As of June 30, 2026. SOURCE Capital Group Canada Media contact: Hayley Suchanek, [email protected], (289) 681-2477
SambaNova valued at $11 billion after AI chip funding. July 8, 2026 Rodrigo Liang, Co-founder & CEO, SambaNova Programs, on the AI Summit stage throughout day two of Internet Summit Vancouver 2026 at Vancouver Conference Centre in Vancouver, Canada. Shauna Clinton | Sportsfile | Getty Photos An AI chip startup has raised $1 billion in financing as buyers proceed to pour cash into corporations trying to problem Nvidia. SambaNova is now valued at $11 billion because of the financing, which was led by Normal Atlantic together with participation from Seligman Ventures, T. Rowe Worth and Capital Group. The most recent spherical of funding, introduced Wednesday, comes after the startup raised greater than $350 million earlier this yr from buyers together with Intel, with which it additionally introduced a partnership. "Inference has damaged every part open, and so what we're seeing now's that as a standalone firm, you have got the power to actually transfer quick and drive the enterprise throughout a broad vary of sectors," SambaNova's Co-founder and CEO Rodrigo Liang advised CNBC's Arjun Kharpal on the Elevate AI summit in Paris. "We're scaling the enterprise actually, actually quick, and so the capital permits us to actually speed up the deployments of the racks that prospects really need," he stated. Liang added that the corporate is strongly contemplating an IPO in 2027, most probably within the U.S. How SambaNova is concentrating on AI inference. SambaNova is certainly one of a slew of startups trying to make waves available in the market for inference chips. These are semiconductors designed to run giant AI fashions in a fast and cost-efficient method, which has change into a specific focus for the business as extra complicated AI brokers are deployed. The corporate sells its newest chip - the SN50 - as a part of a server unit that may be deployed in knowledge facilities. That is completely different to the graphics processing unit (GPU) structure that Nvidia has bought and has been important for coaching enormous AI fashions. However SambaNova can also be targeted on so-called on-premise deployments the place its server items might be put in at a knowledge middle owned by a selected firm. On Wednesday, JPMorgan Chase stated it could deploy SambaNova's methods for "on-prem inference in our demanding enterprise AI workloads." SambaNova has stated that on-premises inference can imply sooner, safer AI because it's managed by the corporate utilizing it quite than a third-party cloud supplier or AI lab. Public market buyers have been bullish on the semiconductor sector, which is commonly dubbed the "picks and shovels" of the AI buildout. The PHLX semiconductor index, which tracks a basket of chip shares, is up round 80% this yr. However there was a flurry of exercise within the non-public markets round chip corporations which might be attempting to problem the incumbents. On Wednesday, Sunghyun Park, the CEO of South Korean startup Rebellions, advised CNBC solely that it's gearing up for an preliminary public providing on the Kospi within the first or second quarter of 2027. Final yr, Nvidia signed a deal to license expertise from inference chip startup Groq. Select CNBC as your most well-liked supply on Google and by no means miss a second from probably the most trusted identify in enterprise information.