Capital Group · 2 weeks ago
Private Wealth Consultant, Outsourced Advisory Solutions
United States
Full-time
Remote
Senior Level
$150K/yr - $175K/yrCapital Group is one of the world’s oldest and largest asset management firms, focusing on private wealth through its Private Client Services. The Private Wealth Consultant will lead the Outsourced Advisory Solutions sales process, partnering with the sales force to assist financial advisors in meeting the complex needs of high net worth households.
Financial Services
Responsibilities
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
Source new opportunities and own the sales process, working in close partnership with the OAS Relationship Managers for onboarding, due diligence, and development of custom solutions
Qualification
Required
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
Preferred
CIMA, CFP, CFA or CPWA strongly preferred
Benefits
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
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.
Company
Capital Group
Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.
Founded in 1931Los Angeles, CA, US
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mike Gitlin
President & CEO
Canise Arredondo (she/her/hers)
Chief Financial Officer
Recent News
2024-05-06
2024-04-17
2024-02-27
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