Wealth Planning Specialist
Capital GroupLos Angeles, California, United States • New York, New York, United States • San Francisco, California, United States
Posted March 3, 2026
167000 - 197000 USD
Full Time
About the Company
Capital Group is a global investment management company that offers a culture, compensation, and opportunities that empower our associates to build successful and prosperous careers.
Job Description
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. You’ll receive a competitive salary, bonuses and benefits, and have the opportunity for flexible work options.
Requirements
- Advanced knowledge in financial planning, portfolio construction, and trust & estate planning.
- Expertise 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).
Benefits
- Generous time-away and health benefits
- 2-for-1 matching gifts for charitable contributions
- On-demand professional development resources
- Individual annual performance bonus
- Capital’s annual profitability bonus
- Retirement plan with Capital contributing 15% of eligible earnings
