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Capital Group Logo
Capital Group

Wealth Planning Specialist

Reposted 21 Days AgoSaved
In-Office
3 Locations
167K-197K Annually
Expert/Leader
167K-197K Annually
Expert/Leader
Fintech • Financial Services
As a Wealth Planning Specialist, you will provide tailored financial planning, engage in client relationships, and support Private Wealth Advisors with investment strategies and tools.
Top Skills: Financial Planning ModelsTrust And Estate Planning Tools
Capital Group Logo
Capital Group

ESG Stewardship Analyst

23 Days AgoSaved
In-Office
2 Locations
87K-148K Annually
Entry level
87K-148K Annually
Entry level
Fintech • Financial Services
The Stewardship Analyst conducts proxy research, engages with portfolio companies, produces governance research, and collaborates with investment teams for effective stewardship practices.
Capital Group Logo
Capital Group

Compliance Lead

Reposted 25 Days AgoSaved
In-Office
3 Locations
154K-261K Annually
Senior level
154K-261K Annually
Senior level
Fintech • Financial Services
The Compliance Lead reviews marketing materials for various investment vehicles, ensuring compliance with advertising regulations and guiding internal stakeholders on regulatory requirements.
Top Skills: Alternative InvestmentsCollective Investment TrustsEtfsMutual FundsSeparately Managed Accounts
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