Wealth Management Internal Consultant
1 week ago
Become an integral part of Capital Group as an Internal Wealth Specialist.
In this pivotal position, you will be essential in formulating investment strategies tailored to our clientele. Your drive is fueled by establishing objectives and evaluating your achievements against them. Collaborating with external wholesalers and financial advisors, you will uncover new avenues for our diverse investment offerings. Together, you will strategize and implement effective territory management.
Your expertise lies in distilling complex information and presenting it clearly. Through personalized outreach, you will initiate sales conversations and showcase compelling solutions to advocate for American Funds.
Capital Group seeks individuals who embody these qualities.
- A bachelor's degree is required.
- Exceptional communication skills, with experience in delivering sales presentations both in person and via phone.
- Goal-oriented and proactive, with a proven track record of developing and executing business strategies.
- A collaborative spirit, thriving in team environments to achieve shared success.
- Experience in the financial sector, with a keen awareness of market trends.
- Possession of Series 7 and Series 66 licenses (or alternatively Series 63 and 65).
- Preferred: Over one year of experience as an internal wholesaler.
Compensation includes a competitive base salary along with eligibility for individual performance bonuses and a company-wide profitability bonus. Additionally, Capital Group contributes 15% of your eligible earnings to a retirement plan.
As an equal opportunity employer, we adhere to all applicable laws prohibiting discrimination in employment decisions. Our policies ensure a workplace free from unlawful discrimination based on various protected characteristics.
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