Experience:
No experience
Employment Type:
Full time
Posted:
2/20/2019
Job Category:
Finance
Wealth Advisory Associate
(This job is no longer available)
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Job Description

Req ID: 28501

Experience Level: Entry-Level

Other Location(s): N/A

Come grow with us

At Capital Group, how we work is defined by shared values that include absolute integrity, respect and collaboration. But it's more than that. It's smart and highly driven people united in purpose to serve our investors and one another.

Bring your energy and unique perspective to Capital and you'll have the opportunity to grow with us professionally, personally, and financially. You'll be part of a team that genuinely cares about helping you succeed. You'll work alongside talented colleagues, many of whom build long careers while progressing through multiple roles, establishing lifelong friendships and making a difference in our communities. In return for your contributions, you'll receive premier compensation and benefits, and a company-funded retirement plan that ranks among the most generous.

Role summary: Works under direct supervision of more senior staff in Wealth Advisory Group to create investment analysis and support for Investment Counselors to help raise and retain assets in High Net Worth and Ultra High New Worth market.

Primary responsibilities/essential functions:

* Create customized statement of liquid assets (SLAs), portfolio insights report (PIRs) and fixed income reports for current and prospective clients
* Generates reports to understand and illustrate overall asset allocation, asset location, inefficiencies, risks and opportunities in client portfolios and overall relationship


* Prepares for follow-up with Wealth Specialists and Investment Counselors based on analysis of opportunities and develops appropriate positioning points to accompany analysis and proposals


* Engages team, expanded service platform (ESP) associates, manager and/or Investment Counselors in review of analysis.




* May test and provide feedback on tools to enhance department capabilities


* Performs additional responsibilities as assigned



Skills/qualifications:

* Bachelor's degree required in relevant field
* Demonstrates desire and willingness to learn about investment analysis through acquisition of CIMA or CFA, and ability to apply it to work assignments


* Demonstrates attention to detail


* Demonstrates initiative by identifying issues and recommending solutions.


* Consistently demonstrates the ability to evaluate and appropriately address privacy and confidentiality concerns when dealing with others (or associates outside the department or group).


* Demonstrates sound judgment in resolving matters of moderate complexity.


* Demonstrates intellectual curiosity and analytical skills in areas of moderate to high complexity.


* Demonstrates effective written and oral communication skills with a diverse group of associates and senior business leaders.


* Demonstrates ability to collaborate and develop/maintain working relationships inside and outside the organization to enable effective completion of business objectives.


* Demonstrates ability to prioritize assigned work and complete in a timely manner.


* Demonstrates working knowledge of financial industry, fiduciary practices, the investment advisory and wealth planning business, and the ability to apply it to work assignments. Exhibits knowledge in current and possible future policies, practices, trends, technology and information affecting the department/business area.


* Critical thinking/decision making/problem solving/flexibility



Founded in 1931, Capital Group is one of the world's largest and most trusted investment management companies and home to the American Funds. We manage more than US$1.7 trillion in assets, and our 7,500 associates make our clients their first priority every day. When we do our job right, millions of investors around the world fulfill their dreams and financial goals, from home ownership and higher education, to a comfortable retirement. Our long-term investment results and outstanding service set us apart from our competitors, while our workplace sets us apart from other employers.