Capital Group Private Client Services is a privately-owned wealth management firm committed to delivering premium, personalized service and superior long-term investment results and comprehensive advisory capabilities to a select group of wealthy individuals, trusts, and foundations. We are backed by the global resources of Capital Group - one of the world's oldest and largest asset management firms, with nearly 8,000 employees in offices around the world.
The firm is comprised of two hundred dedicated associates including forty-four Private Wealth Advisors. The Advisors are supported by the firm's Wealth Advisory Group, with access to experts in such areas as financial and legacy planning, tax and estate planning, asset allocation, investment manager research and philanthropy, as well as the Client Relationship Team, providing direct support of the Advisors and their practices.
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PCS was founded in 1974 and began as an in-house family office for of the Capital Group organization, and a third of clients are still current or former Capital Group associates and their families. Clients entrust PCS to manage $33 billion in assets with an average client relationship of $15 million.
"I can succeed as a Portfolio Consultant, within Private Client Services."
You will be responsible for conducting in-depth portfolio consultation and analysis, providing suggestions on portfolio transition options, considering various factors such as client objectives, risk tolerance, restrictions, and tax sensitivity. You'll create analytical reports and insights to assist positioning, while serving as a
specialist resource for advisors and client teams, providing in-depth product and market insights. You'll create and improve processes for client proposals and investment analysis.
"I am the person Capital Group is looking for."
- You have a bachelor's degree in finance, business, or a related field, and 5+ years of experience in financial portfolio analysis.
- You enjoy solving complex problems and collaborating with stakeholders to implement creative solutions and processes.
- You demonstrate in-depth knowledge of advisory business, traditional and alternative investment solutions, and other applicable wealth management topics.
- You demonstrate in-depth knowledge of Capital Group products and services.
- You demonstrate advanced knowledge of investment analysis and asset allocation concepts as acquired through CFA, CAIA, and/or CPWA, or similar designations.
- You exhibit knowledge in policies, practices, trends, technology, and information affecting the department/business area and overall organization.
- You are a credible thought-partner for Private Wealth Advisors and Client Relationship Teams to develop appropriate recommendations and proposals for clients.
Southern California Base Salary Range: $131,596-$210,554
San Francisco Base Salary Range: $145,092-$232,147
New York Base Salary Range: $139,498-$223,197
Atlanta Base Salary Range: $116,174-$185,878
Chicago Base Salary Range: $122,629-$196,206
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.
* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.
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.