Wealth Advisory Associate II

REQ ID: 41464
LOCATION: Los Angeles, CA
OTHER LOCATION(S): N/A
RELOCATION BENEFITS OFFERED: Yes
TRAVEL REQUIRED: None
“I CAN BE MYSELF AT WORK.”
You define yourself by more than just a job title, and we want you to feel comfortable bringing your true self to work.

We value your talents, your traditions and your take on the world everything that makes you unique.

We’re working hard to advance diversity, equity and inclusion in our organization and our communities because we know that what makes us different makes us better.
We want you to feel a strong sense of belonging.

We value and welcome your experiences, ideas and identity.

Over 40 employee resource groups unite our people and help to develop our collective empathy through unfiltered conversations about race, ethnicity, gender, gender identity, sexual orientation, faith, disabilities, mental health and so much more.
“I CAN INFLUENCE MY INCOME.”
You want to feel recognized at work.

Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide.

You’ll receive a competitive salary, bonuses and benefits.

Your company-funded retirement contribution will be the equivalent of 15% of your annual pay (including bonuses).
“I CAN LEAD A FULL LIFE.”
You bring unique goals and interests to your job and your life.

Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.

– Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options

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

– Access on-demand professional development resources that allow you to hone existing skills and learn new ones
COVID-19 HIRING: OUR RECRUITING AND ONBOARDING ACTIVITIES ARE VIRTUAL DURING THE PANDEMIC AND WE’VE TRANSITIONED TO A WORK-FROM-HOME ENVIRONMENT UNTIL FURTHER NOTICE.

WE ARE OFFERING GENEROUS WORK-FROM-HOME BENEFITS TO IMPROVE OUR ASSOCIATE’S ABILITY TO WORK REMOTELY.
“I CAN SUCCEED AS A WEALTH ADVISORY ASSOCIATE II AT CAPITAL GROUP.”
As a Wealth Advisory Associate II, you will be a member of a boutique wealth management firm within the Capital Group.

You have an interest in holistic wealth planning, reporting and analyses that will help high-net-worth clients, families, trusts, foundations, and endowments achieve their investment goals.

In this role, you will work independently through detailed financial planning scenarios while being part of a team of senior wealth specialists that will support you and provide guidance.

You are intrigued by the quantitative aspects of historical markets and investment performance, financial projections and modeling, and the qualitative elements of advising investors on planning matters.

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