"I can succeed as an Associate Wealth Planner at Capital Group."

As an Associate Wealth Planner, you will support our Private Wealth Advisors (PWAs) and help our clients achieve their investment goals by providing thoughtful, rigorous research and analysis and guidance on wealth planning topics relevant to the high net worth and ultra-high net worth investor market segment.

Primary Responsibilities for our Wealth Advisory Associate:

• You will create customized analyses for current and prospective clients including but not limited to: Statement of Liquid Assets, Portfolio Insights Report (PIR), Fixed Income Analysis, Wealth Strategy Analysis (WSAs) and Goals-based Planning Analysis
• You will meet with PWAs to understand the current/prospective clients' circumstances and goals (i.e. existing asset/account details, spending needs, tax situation, risk tolerance, time horizon)
• You have basic knowledge of asset allocation, tax, retirement and estate planning principles, internal Wealth Advisory Group (WAG) research, and quantitative analysis to create individual client recommendations based on their objectives and current situation.
• You have the ability to engage with teams, manager and/or PWA in iterative reviews of analysis.
• You can review final analysis with PWA to ensure mutual understanding of assumptions, results and key points

Preferred Qualifications for our Wealth Advisory Associate Position:

• Bachelor's degree in Business, Finance, or related field
• Intermediate operational knowledge of financial industry; fiduciary practices, investment advisory, wealth planning, etc.
• Highly composed while navigating obstacles and/or change
• Clear, concise, and thoughtful communication with the ability to adapt to different audiences
• Ability to clearly assess capabilities with the drive to develop and take on new challenges
• Notable success working collaboratively and autonomously
• Well-organized with acute attention to detail
• Strong time management skills
• Deep interest in learning and mastering sophisticated wealth planning subjects

Los Angeles Base Salary Range: $84,894-$135,830

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.

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.

For more than nine decades, Capital Group’s 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. Private ownership allows us to keep our eyes on the long term while more than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day.