💼 CAMPUS: Wealth Planning Summer Associate (2025)

Company
Capital Group
Location
Los Angeles, CA
Date posted
2024-11-20
Job Type
contract
Industry
Accounting / Finance
Description
“I can succeed as a Wealth Planning Summer Associate" As a Wealth Planning Summer Associate, you will support our Private Wealth Advisors (PWAs) and help our clients achieve their investment goals by providing thoughtful, rigorous research and analysis and guidance on wealth planning topics relevant to the high net worth and ultra-high net worth investor market segment. Primary Responsibilities: Partner with wealth planning team members to build internal user guides and training materials of...See full description
Important Skills Hard skillsSoft Skills
Financial planning Investment strategies Tax planning Retirement planning Estate planning Risk management Insurance planning Communication Analytical thinking Problem-solving Attention to detail Time management
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