What are the responsibilities and job description for the Wealth Planning Specialist position at Capital Group Companies?
“I can succeed as a Wealth Specialist at Capital Group.”
As a Wealth Specialist at Capital Group, you’ll serve as a senior wealth planning professional, partnering closely with Private Wealth Advisors to deliver high-impact financial planning analyses, trust and estate strategies, asset allocation advice, and investment proposals. You’ll provide expert guidance tailored to each client’s unique goals, engage with sophisticated professionals across a wide range of investment topics, and simplify complex financial concepts to build trusted relationships. You’ll train and support advisors by modeling best practices, collaborate with the Wealth Planning and Advisory Group to foster knowledge-sharing, and contribute to thought leadership through client presentations and marketing content. Your insights will help influence sales results and drive client acquisition strategies. In this role, you’ll spend approximately 85% of your time in client-facing activities, preparing, presenting, and following up on meetings.
“I am the person Capital Group is looking for.”
You’re driven, strategic, and passionate about helping clients succeed. You bring:
- Advanced knowledge in financial planning, portfolio construction, and trust & estate planning.
- Familiarity with financial planning models and tools.
- A CFP or similar designation (e.g., CPWA) preferred.
- Series 65 registration.
- At least 10 years of experience in wealth and financial planning, with a strong track record in client-facing roles at respected financial institutions.
- An undergraduate degree (advanced business degree or professional certification preferred).
- Location Options: This role may be based in Los Angeles, San Francisco, or New York, with approximately 30% travel required.
- Base Salary Range: $167,000 - $197,000
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.
Salary : $167,000 - $197,000
