Capital Group

Private Wealth Advisor

Chicago · Contract

Sponsorship not specifiedDetected 5 days ago

Business DevelopmentCommunicationCFA

About the role

"I can be myself at work." You are more than a job title.
We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do.
We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.

Develop and execute a business development strategy that drives results and achieves sales targets within the assigned region
Develop internal and external networks and referral sources to grow business
Work with internal partners to develop and present tax, estate, insurance, portfolio, and cash flow analyses that illuminate a client's situation and help them achieve the goals for their wealth
Create asset allocation scenarios and produce recommendations and narratives that match clients' goals and drive decision-making
Design, manage and monitor clients' investment portfolios in line with portfolio allocation and risk management guidance
Develop deep fluency in the PCS value proposition, solutions, capabilities and key narratives about Capital Group's and PCS's investment philosophies, process and policies
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run function
You have the ability to create and nurture a referral network capable of generating business
You demonstrate service orientation and capability to build strong relationships, both externally and internally.

Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love

Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

"I can be myself at work."
You are more than a job title.
We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences.
We believe that belonging leads to better outcomes and a stronger community of associates united by our mission.

itions, 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 statu

This listing is sourced directly from Capital Group's careers page and normalized into a canonical job model.