Portfolio Consultant

“I can succeed as a Portfolio Consultant at Capital Group.”

As a Portfolio Consultant , you will be a member of Capital Group’s Portfolio Consulting and Analytics team. You will help raise and retain assets for North American Client Group by providing differentiated insights and portfolio analysis to intermediaries.

“I am the person Capital Group is looking for.”

• You have 5+ years of investment industry experience with knowledge of advisory business, investment products, capital markets, and portfolio construction concepts..

• You will consult with intermediaries on portfolio construction.

• You will be responsible for preparing analytical reports and insights on investment products and portfolios.

• You have a deep knowledge of American Funds products and services.

• You will play a critical role in identifying challenges/opportunities and recommending solutions.

• You have analytical skills and attention to detail in areas of high complexity.

• You will interact and collaborate effectively with a diverse group of associates and clients.

• You have a Bachelor's degree required. MBA Preferred.

• You must have an advanced accreditation (CIMA, CFA, CFP)

• You have experience contributing to and/or leading projects. 

• SIE is required to apply

• You must hold Series 7 & 66

Deadline to apply: 3/7/2025

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San Antonio Base Salary Range: $112,509-$180,014

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In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.