Req ID: 32730
Experience Level: Professional
Other Location(s): N/A
Come grow with us
At Capital Group, how we work is defined by shared values that include absolute integrity, respect and collaboration. But it’s more than that. It’s smart and highly driven people united in purpose to serve our investors and one another.
Bring your energy and unique perspective to Capital and you’ll have the opportunity to grow with us professionally, personally, and financially. You’ll be part of a team that genuinely cares about helping you succeed. You’ll work alongside talented colleagues, many of whom build long careers while progressing through multiple roles, establishing lifelong friendships and making a difference in our communities. In return for your contributions, you’ll receive premier compensation and benefits, and a company-funded retirement plan that ranks among the most generous.
Demonstrates full knowledge in assigned area and is an experienced sole contributor. Partners with the Investment Counselor (IC) on sales efforts and relationship maintenance by providing recommendations based on customized wealth analyses for clients within Private Client Services (PCS). Responsible for accurate and compliant assessment of assets, conducting specialized research, and creating individualized recommendations for wealth planning, accumulation and distribution. Conducts wealth strategy research and educates ICs and clients on findings.
Primary responsibilities/essential functions:
Nearest Major Market: Los Angeles
Job Segment: Outside Sales, Quantitative Analyst, Sales, Research, Data
Wealth Management Sr. Investment Strategist (LO) 4 Job DescriptionImportant Note: During the application process, ensure your contact information (e…Read More