Wealth Management Consultant

3 days ago

Flint, United States Capital Group Full time

“I can succeed as a Cross Channel Wholesaler at Capital Group.”

As one of our Wealth Management Consultants, you will be a key member of our wholesaling team leading sales initiatives in the Cross Channel segment, identifying firm and firm representatives' needs and coordinate efforts to serve those needs. Your territory will cover Idaho, Wyoming, and Montana. You’ll manage American Funds Distributions presence, relationships and business results with key Cross Channel firms. You excel at delivering motivational and informative presentations. You’re motivated by setting goals and measuring your performance against them. You are a well-rounded collaborator and work skillfully with other Senior Sales Force members to identify opportunity for better investor outcomes.

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

  • You have a proven track record in third-party distribution, a broad knowledge of the mutual fund, SMA and CIT business and sales cultures, and the demonstrated ability to build long-term relationships.

  • You have a proven track record and a deep technical knowledge of portfolio construction.

  • You know how to leverage technologies to create custom analysis (Excel, PowerPoint, Tableau, etc.).

  • You are an excellent communicator and have significant sales experience in the registered investment advisor space.

  • You’re well-versed in synthesizing information and presenting it in a distilled manner.

  • You have one or more of the following designations: Series 7, AIF, AIFA, PPC, CIMA, and CFA

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.

*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.

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