Private Wealth Advisor

Date: Jul 21, 2022

Location: San Francisco, CA, US, 94105

Company: Capital Group

Req ID: 53154 

Location: San Francisco, CA 

Other location(s): N/A 

Relocation benefits offered: No 

Travel required: a. Up to 25% 


“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 Private Wealth Advisor Senior Vice President at Capital Group.”


One of the nation’s leading wealth management firms, Capital Group Private Client Services, is looking to selectively add to its team of wealth advisors around the country.  As a Private Wealth Advisor, you will work directly with high net worth individuals and families to create customized plans for protecting and growing their wealth across generations.  You will also help nonprofit foundations and endowments realize their long-term financial objectives through effective planning and investment management.  You will be provided a full support structure to help you build your own practice by cultivating prospective clients and referral sources to develop your book of business. You will work alongside a diverse team of advisors and have a dedicated client service team to support the individuals, families, foundations, and endowments that you serve.


We will provide you with world-class investment solutions, wealth planning and investment management expertise, marketing and administrative support, and compliance oversight.  Our support structure is ideally suited to navigate ongoing changes in the financial services industry and to address competitive forces. We recently expanded our investment platform, allowing experienced advisors to easily transition existing client assets not currently invested in Capital Group services.


Our robust platform gives clients access to an array of proprietary and non-proprietary services including separate accounts, mutual funds, private equity, alternative strategies, and hedge funds. In addition to core investment strategies managed by various Capital Group units leveraging the distinctive Capital System™, advisors can selectively use outside managers relying on research and support from our in- house manager research team. You will have access to our Wealth Advisory and Client Solutions Groups, experienced professionals with expertise in such areas as accounting, taxation, estate planning, business transition, stock options, financial and legacy planning, asset allocation and philanthropy.


“I am the person Capital Group is looking for.”


  • You have an undergraduate degree along with a CFP, CFA or MBA.
  • You have at 15+ years of wealth management experience (ideally as an independent Registered Investment Advisor). You have an established and portable book of business, or a referral network that will allow you to recreate a book of business with us.
  • You are actively involved in your community, engage with charitable organizations and cultivate a strong network of wealthy individuals who value the expertise you bring to the table.
  • You’re well versed in various investment and financial planning topics and committed to excellent client service.
  • You are a knowledgeable and trusted advisor to sophisticated high net worth and ultra-high net worth individuals and families. Your expertise will help clients reach their financial and life goals.
  • You have an entrepreneurial spirit and love for sales and a proven ability to identify new prospective clients, establish new client relationships and cultivate COI relationships  
  • Your communication and presentation skills can be tailored to different audiences. You place a high value on being authentic, respectful, and engaging.
  • You are a seasoned listener, which helps you craft your strategy. You are present in the moment and pay careful attention to subtle verbal and nonverbal cues.
  • You find yourself wondering “what if” often. Your curiosity allows you to consult in a manner that adds value in a variety of settings.


“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. 


Nearest Major Market: San Francisco
Nearest Secondary Market: Oakland

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