Full-Time

Private Wealth Advisor

New York

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

$100kAnnually

+ Sales Commissions + Bonuses

Senior

New York, NY, USA

Category
Private Equity
Finance & Banking
Required Skills
Social Media
Requirements
  • Undergraduate degree; CFP, CFA or MBA a plus.
  • 5+ years of wealth management or related industry experience and a demonstrated interest in new business development.
  • Demonstrated track record of sourcing and closing new high-net worth relationships.
  • Fluency with social media and LinkedIn.
  • Ability to create a new referral network capable of generating business.
  • Actively involved in your community, engaged with charitable organizations and able to cultivate a strong network of wealthy individuals who value the expertise you bring to the table.
  • Communication and presentation style capable of being tailored to distinct audiences, internally and externally.
  • Demonstrable service orientation and capability to build strong relationships, both externally and internally.
  • Experience in completing timely, accurate and compliant client and account activities with minimal supervision.
  • Willingness to engage in additional training and licensing as necessary.
Responsibilities
  • 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.
  • Work directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations.
  • Help nonprofit foundations and endowments realize their long-term financial objectives through effective planning and investment management.
  • Build your own practice by cultivating prospective clients and referral sources to develop your book of business.
  • 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.

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 work across various global offices. Unlike many competitors, Capital Group emphasizes individual accountability among its investment professionals, ensuring that each team member is responsible for their investment decisions. The main goal of Capital Group is to enhance the financial well-being of its clients by providing successful investment strategies.

Company Stage

N/A

Total Funding

$703.7M

Headquarters

Beijing, China

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • The collaboration with KKR to launch interval funds in 2025 could open new avenues for investors to access private markets, enhancing Capital Group's product offerings.
  • Recognition as the Best Fixed Income Asset Manager at the Australian Wealth Management Awards underscores Capital Group's expertise and reputation in the industry.
  • The partnership with Deutsche Bank to distribute the Multi-Sector Income Fund globally expands Capital Group's reach and client base.

What critics are saying

  • The emergence of employment scams using Capital Group's name could damage its reputation and deter potential talent.
  • The departure of long-time portfolio manager Donald O'Neal may lead to shifts in investment strategy and potential instability.

What makes Capital Group unique

  • Capital Group's long-standing history and focus on high-conviction portfolios set it apart from newer investment firms, emphasizing a commitment to long-term results.
  • Their strategic partnership with KKR to create hybrid public-private investment solutions showcases their innovative approach to expanding investment opportunities.
  • Capital Group's global presence and management of over $2 trillion in assets highlight its scale and influence in the investment industry.

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