Internal Wealth Generalist

3 days ago


San Antonio, Texas, United States Capital Group Full time
About the Role

We are seeking a highly motivated and results-driven Internal Wealth Generalist to join our team at Capital Group. As a key member of our Wealth Management business unit, you will play a critical role in providing sales support and completing sales activities with various stakeholders, including financial advisors.

Key Responsibilities
  • Develop and execute complex business coverage plans to identify new opportunities for our investment products.
  • Collaborate with internal sales teams and financial advisors to drive sales growth and enhance sales acumen.
  • Partner with mentors to continue developing your sales skills and career.
  • 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

In addition to a highly competitive base salary, you will be eligible for an individual annual performance bonus, Capital's annual profitability bonus, and a retirement plan with a 15% company contribution. Learn more about our compensation and benefits here.

We are an equal opportunity employer, committed to diversity and inclusion. Our policies prohibit unlawful discrimination on the basis of various protected characteristics.



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