Wealth Planning Specialist
Capital(1 day ago)
About this role
A Wealth Specialist at Capital Group partners with Private Wealth Advisors to deliver comprehensive financial planning, trust and estate strategies, and investment advice tailored to clients' goals. The role involves client engagement, mentorship, collaboration with internal teams, and thought leadership to influence sales and client acquisition.
Required Skills
- Financial Planning
- Trust Strategies
- Estate Planning
- Asset Allocation
- Investment Advice
- Client Relations
- Financial Models
- Portfolio Construction
- CFP
- Series 65
Qualifications
- CFP or similar designation
- Series 65 registration
- At least 10 years of experience in wealth and financial planning
About Capital
capitalgroup.comSince 1931, we've helped millions of investors worldwide pursue their real-life goals.
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