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Wealth Specialist | Wealth Specialist in Job Job at Capital Group in Los Angeles CA | 6409581000

This listing was posted on Capital Group.

Wealth Specialist

Location:
Los Angeles, CA
Description:

Req ID: 53061 Location: Los Angeles Other location(s): New York (NY) “I can be myself at work.” You define yourself by more than just a job title, and we want you to feel comfortable bringing your true self to work. We value your talents, your traditions and your take on the world ̶ everything that makes you unique. We’re working hard to advance diversity, equity and inclusion in our organization and our communities because we know that what makes us different makes us better. We want you to feel a strong sense of belonging. We value and welcome your experiences, ideas and identity. Over 40 employee resource groups unite our people and help to develop our collective empathy through unfiltered conversations about race, ethnicity, gender, gender identity, sexual orientation, faith, disabilities, mental health and so much more. “I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will be the equivalent of 15% of your annual pay (including bonuses). “I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones “I can succeed as a Wealth Advisory Specialist at Capital Group.” Our Wealth Advisory Specialist partners with Private Wealth Advisors (PWAs) on sales efforts and relationship maintenance by providing recommendations based on customized wealth analyses for clients within Private Client Services (PCS). They are responsible for accurate and compliant assessment of assets, conducting specialized research, and creating individualized recommendations for multiple aspects of wealth planning. You can recommend strategies based on customized analyses for current and prospective clients You can meet with PWAs to understand facts and circumstances of current/prospective client’s wealth cycle (i.e., existing asset/account details, spending needs, tax situation, risk tolerance, goals, time horizon). You can leverage deep knowledge of asset allocation, modern portfolio theory, internal research, and quantitative analysis modeling to create individual client recommendations based on their objectives and current situation. You can collaborate with and makes recommendations to PWA in iterative reviews of WSAs and other analysis types. You may apply specific tax, retirement, and estate planning principles to final recommendation. You can serve as a subject matter expert and active participant in client meetings with PWAs to discuss and advise on asset allocation and wealth planning. You can conduct wealth strategy research and analysis You can provide timely, relevant financial industry research to PWAs to meet business needs and to stay abreast of marketplace issues and trends. You can inform PWAs of research findings and recommendations. You can support prospecting and sales efforts through identifying opportunities to provide solutions including, but not limited to, planning techniques, asset allocation recommendations and implementation. You can provide leadership for the department You can perform quality checks and verifies the accuracy of work prepared by other associates. You can participate in the training and development of other associates. You can provide feedback to managers regarding training and other assignments. You can mentor and provide leadership to less experienced team members. Serves as the point of contact for questions/issues as they arise; escalates issues appropriately. You may assist managers with workflow coordination. “I am the person Capital Group is looking for.” You demonstrate initiative by identifying challenges/opportunities and recommending solutions on complex and broad matters. You maintain in-depth knowledge of confidentiality and privacy expectations and control. You demonstrate the ability to influence groups and/or senior business leaders on strategic business matters. You demonstrate sound judgment in resolving matters of very high complexity. You demonstrate intellectual curiosity and analytical skills in areas of high complexity, ambiguity, and diversity; has ability to think strategically and creatively as it relates to meeting client needs You demonstrate effective written and oral communication skills with a diverse group of associates, senior business leaders and a diverse group of individuals outside the organization. You demonstrate the ability to collaborate and develop/maintain working relationships inside and outside the organization to enable effective completion of business objectives. You demonstrate the ability to lead and manage projects within the team. You demonstrate in-depth knowledge of the appropriate uses and relevant advantages or disadvantages of various investment vehicle structures and the investment strategies and instruments that can be used within each vehicle structure, and the ability to apply it to work assignments. You exhibit the knowledge in current and possible future policies, practices, trends, technology, and information affecting the department/business area. You have or can obtain relevant professional certification such as CFP, CPWA, CFA, CIMA “I can apply in less than 4 minutes.” You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community. “I can learn more about Capital Group.” At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Glassdoor, FairyGodBoss, DiversityJobs and Instagram. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law. #LI-Hybrid
Company:
Capital Group
June 23 on Capital Group
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