Relationship Specialist - Ria/bt

Capital Group

Los Angeles, California, United States
Base: $99,484-$159,174; bonus/equity: individual a...
Relationship management
Financial consultation
Cross-selling opportunities
At Capital Group, we value your talents, traditions, and uniqueness, fostering a strong sense of belonging in a respectful workplace

Job Summary

  • At Capital Group, we value your talents, traditions, and uniqueness, fostering a strong sense of belonging in a respectful workplace.
  • As a Relationship Specialist, you'll establish and maintain relationships with Registered Investment Advisors to provide financial consultation.
  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options.

Matching Summary

At Capital Group, we value your talents, traditions, and uniqueness, fostering a strong sense of belonging in a respectful workplace.

Salary

Base: $99,484-$159,174; Bonus/Equity: Individual annual performance bonus; Benefits: Retirement plan with 15% contribution

Skills & Requirements

Must-have

  • relationship management
  • financial consultation
  • cross-selling opportunities

Nice-to-have

  • tech-savvy problem solver
  • strong communication skills
  • collaborative team player

Key Requirements

  • SIE license required
  • Series 7 and 66 licenses needed after hire
  • experience in strategic business planning

Work Rights

Not specified

Tailored Resume

Cover Letter