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© All Rights Reserved. ApplyBlast.com
Capital Group
A Private Wealth Advisor at Capital Group works directly with high-net-worth individuals and complex families to create customized wealth management plans for protecting and growing their assets across generations. The role involves building a book of business through business development, collaborating with subject matter experts to develop holistic financial solutions, and managing client investment portfolios. Advisors must stay current on market trends and ensure all activities comply with risk and compliance policies.
Headquarters
Washington, District Of Columbia, United States
Company Size
11-50 employees
Founded
2008
Capital Group delivers the expertise, ingenuity and results needed by government and private business.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Capital Group.
Capital Group didn’t post a salary, so this is our estimate from similar listings.
Right around the average for this role