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Client Relationship Advisor

2 months ago

Marquand, Missouri, United States Capital Group Full time

"I can excel as a RIA Relationship Specialist at Capital Group."

As a vital member of our team, the RIA Relationship Specialist will cultivate and sustain connections with Registered Investment Advisors (RIAs) to deliver expert financial guidance on Capital Group's offerings. This role involves collaborating with Relationship Managers to provide insights on practice management and investment solutions, empowering financial advisors and intermediaries to create effective strategies and portfolios for their clientele.

"I am the candidate Capital Group seeks."

  • You have successfully formulated and executed strategic business and coverage plans across various territories.
  • You possess a proven track record of managing relationships with a focus on growth and accountability.
  • You have a history of delivering impactful presentations that highlight products, services, and competitive advantages.
  • You are a tech-savvy problem solver, adept at researching and resolving client inquiries efficiently while navigating multiple systems.
  • You prioritize customer engagement, ensuring every client feels valued and appreciated.
  • You hold the necessary SIE, Series 7 & 66 licenses.

Compensation for this role includes a competitive base salary, with additional eligibility for an individual annual performance bonus, as well as Capital's annual profitability bonus. Furthermore, Capital contributes 15% of your eligible earnings to a retirement plan.

For more information regarding our compensation and benefits, please refer to our official resources.

We are committed to being an equal opportunity employer, adhering to all federal, state, and local laws that prohibit discrimination in employment decisions. Our policies ensure that unlawful discrimination based on race, religion, color, national origin, sex, age, disability, and other protected characteristics is strictly prohibited.