Private Wealth Advisor

Capital Group

. Work directly with clients to cultivate and foster relationships within Capital Group .

Posted 9/23/2026full-timeLos Angeles • California • United StatesSeniorLead💰 $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in wealth management, client relationship building, and investment strategies, with a strong focus on providing exceptional client service to high net worth individuals and families. Proficient in leveraging financial planning and investment management tools to enhance client experiences and outcomes.

Highest-signal resume keywords

Wealth Management ExperienceCFP CertificationCFA CertificationEstablished Book of BusinessClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ManagementFinancial PlanningAsset AllocationEstate PlanningTaxation StrategiesAlternative Investment StrategiesPrivate Equity KnowledgeHedge Fund KnowledgeHolistic Wealth PlanningClient Experience Enhancement

Soft Skills

Strong Listening SkillsRefined Presentation SkillsClient Service CommitmentRelationship BuildingCommunity Involvement

Tools & Technologies

Capital Group Marketing SupportInvestment Management SupportCompliance ToolsWealth Planning Tools

Certifications & Qualifications

Undergraduate DegreeCFPCFAMBA

Industry Keywords

High Net Worth ClientsUltra-High Net Worth ClientsRegistered Investment AdvisorCharitable OrganizationsReferral Network

About the role

Key responsibilities & impact

Work directly with clients to cultivate and foster relationships within Capital Group
Build a personal practice and develop a book of business
Focus on investment results, holistic wealth planning, and client experiences
Meet with clients, prospects, and referral sources
Develop a book of business
Work alongside a diverse team of advisors
Serve individuals, families, foundations, and endowments
Use Capital Group’s marketing, investment, administrative, compliance, wealth planning, and investment management support
Provide clients access to separate accounts, mutual funds, private equity, alternative strategies, and hedge funds
Leverage Wealth Advisory and Client Solutions professionals across accounting, taxation, estate planning, business transition, stock options, financial planning, asset allocation, and philanthropy

Requirements

What you’ll need

Undergraduate degree
CFP, CFA, or MBA
10+ years of wealth management experience
Ideally experience as an independent Registered Investment Advisor
Established and portable book of business or referral network allowing recreation of a book of business
Active involvement in the community and charitable organizations
Strong network of wealthy clients
Knowledge of investment and financial planning topics
Commitment to excellent client service
Experience advising sophisticated high net worth and ultra-high net worth clients
Refined presentation skills
Strong listening skills and ability to interpret verbal and nonverbal cues

Benefits

Comp & perks

Competitive salary
Bonuses and benefits
Company-funded retirement contribution based on salary and variable pay, including bonuses
Generous time-away and health benefits from day one
Flexible work options
2-for-1 matching gifts for charitable contributions
Opportunity to secure annual grants for charitable organizations
On-demand professional development resources
Paid time off
Medical benefits
Dental benefits
Retirement plan with Capital contributing 15% of eligible earnings
Individual annual performance bonus
Capital’s annual profitability bonus