Private Wealth Consultant, Outsourced Advisory Solutions

Overview

Founded in 1931, Capital Group is one of the world's oldest and largest asset management firms with assets under management of $2.7 trillion. Its resources serve as the backbone of Capital Group Private Client Services (PCS), which originated in 1974 as the family office for Capital Group executives. PCS has since grown into a $38B business and its 40+ Private Wealth Advisors (PWAs) advise over 2,000 high net worth individuals and families.

OAS Team

The Outsourced Advisory Solutions (OAS) team is responsible for enabling and enhancing connectivity between PCS and Capital Group's expansive financial advisor network, leveraging PCS' trust, resources and experience for the benefit of our partners and their high net worth clients.

Private Wealth Consultant (PWC) Role

The OAS Private Wealth Consultant (PWC) has responsibility for leveraging the CG brand through the wholesaler, national account, and financial intermediary channels to attract and retain assets for PCS. The Private Wealth Consultant will grow OAS sales by partnering with Capital Group's sales force to help advisors close complex high net worth sales. The PWC will serve as a critical bridge between Capital Group's family office infrastructure and Capital Group's Wealth Management and Institutional Retirement business.

"I can succeed as a Private Wealth Consultant, Outsourced Advisory Solutions at Capital Group."

Responsibilities

As a Private Wealth Consultant (PWC), you will lead the OAS sales process in your territory by partnering with the sales force to identify advisors who need help servicing the complex needs of high net worth households and working directly with advisors to close business. You will source new opportunities and you will own the sales process, working in close partnership with the OAS Relationship Managers for onboarding, due diligence, and development of custom solutions.

"I am the person Capital Group is looking for."

Qualifications

• You have outstanding professional experience and industry knowledge, including a deep understanding of private wealth and financial advisor needs.
• You have a proven record of success as a leader in sales, with a demonstrated ability to build and nurture relationships with colleagues and external advisors.
• You are credible and influential, possessing strong executive presence and professional maturity.
• You are collaborative, partnering seamlessly with internal and external stakeholders to drive business outcomes.
• You have a minimum of a Bachelors' degree, with additional designations CIMA, CFP, CFA or CPWA strongly preferred. Series 65 required.

Location

We are actively seeking candidates located in or near key markets across the Central and Southeast United States—including cities such as Dallas, Houston, Chicago, Atlanta, Nashville, Orlando, and surrounding areas.

Compensation

Base Salary Range : $150,000 - $175,000

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

Equal Opportunity Statement

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.

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