[Remote] Private Wealth Consultant, Outsourced Advisory Solutions
Note: The job is a remote job and is open to candidates in USA. Capital 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.
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
Skills
• 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
• 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 Overview
• Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe. It was founded in 1931, and is headquartered in Los Angeles, CA, US, with a workforce of 5001-10000 employees. Its website is https://www.capitalgroup.com/us/landing-pages/linkedin-terms-of-use.html.
Apply Now
Apply Now
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
Skills
• 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
• 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 Overview
• Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe. It was founded in 1931, and is headquartered in Los Angeles, CA, US, with a workforce of 5001-10000 employees. Its website is https://www.capitalgroup.com/us/landing-pages/linkedin-terms-of-use.html.
Apply Now
Apply Now