Private Client Relationship Manager

Capital Group

Los Angeles, California, United States
Base: $127,925-$170,566; bonus: individual annual ...
Bachelor's degree required
Series 65 license within 60 days
Strong sales and service acumen
The role involves day-to-day management of the Private Wealth Advisor's practice to ensure execution of sales and service goals

Job Summary

  • The role involves day-to-day management of the Private Wealth Advisor's practice to ensure execution of sales and service goals.
  • Employees receive a competitive salary, annual performance bonuses, and a company-funded retirement contribution of 15% of eligible earnings.
  • The position requires providing subject matter expertise to offer solutions to complex client matters while overseeing support staff.

Matching Summary

The role involves day-to-day management of the Private Wealth Advisor's practice to ensure execution of sales and service goals.

Salary

Base: $127,925-$170,566; Bonus: Individual annual performance bonus plus profitability bonus; Benefits: 15% retirement contribution, health benefits, generous time-away

Skills & Requirements

Must-have

  • Bachelor's degree required
  • Series 65 license within 60 days
  • Strong sales and service acumen
  • Experience managing practice operations
  • Ability to oversee Client Service Associates

Nice-to-have

  • CFP certification preferred
  • Graduate degree preferred
  • Entrepreneurial mindset
  • Collaborative stakeholder partnership
  • Agile project balancing skills

Key Requirements

  • Bachelor's degree required
  • Series 65 license obtained within 60 days
  • CFP certification preferred
  • Outstanding professional experience in finance
  • Los Angeles base location requirement

Work Rights

Not specified

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