Wealth Management Product Specialist

At Capital Group Companies, we are looking for a talented and enthusiastic Wealth Management Product Specialist to join our team. Working closely with the leadership team, the Wealth Management Product Specialist will have a unique opportunity to provide impactful insights and solutions to our clients’ complex needs. To be successful in this role, you should have an in-depth knowledge of wealth management products, excellent communication skills, and the ability to work in a fast-paced environment. You should also possess the ability to develop and maintain relationships with partners and colleagues. If you’re up for the challenge and have the required qualifications, we’d love to hear from you!

Responsibilities:

• Work closely with the leadership team to provide impactful insights and solutions to clients’ complex needs
• Develop and maintain relationships with partners and colleagues
• Conduct in-depth research into wealth management products
• Monitor industry trends and assess the potential impact on clients
• Provide detailed analysis and reports to the leadership team
• Remain up-to-date on industry regulations, best practices, and products
• Assist in the implementation of wealth management strategies
• Proactively identify areas of improvement and offer innovative solutions
• Develop and deliver presentations to clients and internal stakeholders
• Ensure compliance with all relevant policies and procedures

According to JobzMall, the average salary range for a Wealth Management Product Specialist in Los Angeles, CA, USA is $90,000 - $120,000 per year. This range includes base salary, bonuses, and other forms of compensation.

Capital Group is an American financial services company. It ranks among the world's oldest and largest investment management organizations, with $1.87 trillion in assets under management.