Internal Wealth Generalist

3 days ago


San Antonio, Texas, United States Capital Group Full time
Internal Wealth Generalist Role

Unlock Your Potential with Capital Group

As an Internal Wealth Generalist at Capital Group, you will play a critical role in providing sales support to our Wealth Management business units and driving sales activities with various stakeholders, including financial advisors. You will also have opportunities to develop as a sales professional through intentional development programming.

Key Responsibilities:

  • Collaborate with internal sales teams and financial advisors to identify new opportunities for our investment suite of products.
  • Develop and execute complex business coverage and sales strategies.
  • Partner with mentors to enhance your sales acumen and career growth.
  • Make personalized outbound calls to initiate sales ideas and present compelling solutions to promote Capital Group and raise assets.

Requirements:

  • Bachelor's degree.
  • Well-spoken and upbeat with sales experience.
  • Thrives in team settings, asking great questions, and sharing perspectives.
  • Interest in developing an in-depth understanding of investment concepts.

What We Offer:

Competitive base salary, individual annual performance bonus, Capital's annual profitability bonus, and a retirement plan with 15% company contribution. Learn more about our compensation and benefits here.

Capital Group is an equal opportunity employer, committed to diversity and inclusion. We prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex, 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, or any other characteristic protected by federal, state, or local law.



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