Internal Wealth Strategist
2 weeks ago
We are seeking a highly motivated and experienced Internal Wealth Specialist to join our team at Capital Group. As a key member of our sales team, you will play a critical role in creating investment plans for our clients and collaborating with external wholesalers and financial advisors to identify new opportunities for our investment suite of products.
Key Responsibilities- Develop and execute critical territory coverage to drive sales growth and revenue
- Initiate sales and present compelling solutions to promote American Funds through personalized outbound calls
- Collaborate with cross-functional teams to achieve business objectives and drive results
- Stay up-to-date on market conditions and industry trends to provide expert advice to clients
- Bachelor's degree
- Strong communication skills and experience delivering sales ideas in presentation format and over the phone
- Goal and action-oriented with a proven track record of creating and executing business plans
- Experience in the financial industry with a strong understanding of investment products and services
- Series 7 and Series 66 (Series 63 and 65 alternatively) license
- SIE license
- At least one year of experience as an internal wholesaler
Capital Group offers a highly competitive base salary, individual annual performance bonus, and a retirement plan with a 15% company contribution. We are an equal opportunity employer and comply with all federal, state, and local laws that prohibit discrimination in employment decisions.
-
Wealth Strategist
7 days ago
San Antonio, Texas, United States Corient Full timeUnlock Your Potential as a Wealth Strategist at CorientAt Corient, we're on a mission to empower high-net-worth individuals and families to achieve their financial goals. As a Wealth Strategist, you'll play a critical role in helping our clients navigate the complexities of wealth management and create a lasting legacy for future generations.Key...
-
Internal Wealth Strategist
4 weeks ago
San Antonio, Texas, United States Capital Group Full timeAbout the RoleWe are seeking a highly motivated and experienced Internal Wealth Specialist to join our team at Capital Group. As a key member of our organization, you will play a critical role in creating investment plans for our clients and collaborating with external wholesalers and financial advisors to identify new opportunities for our investment suite...
-
Internal Wealth Strategist
4 weeks ago
San Antonio, Texas, United States Capital Group Full timeAbout the RoleWe are seeking a highly motivated and experienced Internal Wealth Specialist to join our team at Capital Group. As a key member of our team, you will play a critical role in creating investment plans for our clients and collaborating with external wholesalers and financial advisors to identify new opportunities for our investment suite of...
-
Internal Wealth Strategist
1 month ago
San Antonio, Texas, United States Capital Group Full timeAbout the RoleAs an Internal Wealth Specialist at Capital Group, you will play a critical role in creating investment plans for our clients. You will be motivated by setting goals and measuring your performance against them.Key ResponsibilitiesCollaborate with external wholesalers and financial advisors to identify new opportunities for our investment suite...
-
Internal Wealth Strategist
3 weeks ago
San Antonio, Texas, United States Capital Group Full timeAbout the RoleWe are seeking a highly motivated and experienced Internal Wealth Specialist to join our team at Capital Group. As a key member of our team, you will play a critical role in creating investment plans for our clients and collaborating with external wholesalers and financial advisors to identify new opportunities for our investment suite of...
-
Internal Wealth Strategist
3 weeks ago
San Antonio, Texas, United States Capital Group Full timeAbout the RoleWe are seeking a highly motivated and experienced Internal Wealth Specialist to join our team at Capital Group. As a key member of our team, you will play a critical role in creating investment plans for our clients and collaborating with external wholesalers and financial advisors to identify new opportunities for our investment suite of...
-
Internal Wealth Specialist
3 weeks ago
San Antonio, Texas, United States Capital Group Companies Full timeInternal Wealth Generalist Role at Capital GroupWe are seeking a highly skilled and motivated individual to join our team as an Internal Wealth Generalist at Capital Group. As a key member of our Wealth Management business units, you will play a critical role in providing sales support and completing sales activities.Key Responsibilities:Provide sales...
-
Internal Wealth Specialist
4 weeks ago
San Antonio, Texas, United States Capital Group Full timeAbout the RoleAs an Internal Wealth Generalist at Capital Group, you will play a critical role in providing sales support to our Wealth Management business units and completing sales activities with various stakeholders, including financial advisors.Key ResponsibilitiesProvide sales support to Wealth Management business unitsComplete sales activities with...
-
Internal Wealth Generalist
3 days ago
San Antonio, Texas, United States Capital Group Full timeInternal Wealth Generalist RoleUnlock Your Potential with Capital GroupAs 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...
-
Internal Wealth Generalist
2 weeks ago
San Antonio, Texas, United States Capital Group Full timeInternal Wealth Generalist RoleWe 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...
-
Wealth Management Professional
7 days ago
San Antonio, Texas, United States SWBC Full timeJob Title: Wealth AdvisorSWBC is seeking a highly motivated and results-driven Wealth Advisor to join our team. As a Wealth Advisor, you will work closely with affluent and high net worth clients to identify their financial goals and develop personalized wealth management plans to achieve them.Key Responsibilities:Conduct comprehensive financial assessments...
-
Director of Wealth Advisory Leadership
2 weeks ago
San Antonio, Texas, United States Broadway Bank Full timeJob Title: Director of Wealth AdvisoryBroadway Bank is seeking a highly skilled and experienced Director of Wealth Advisory to lead our Wealth Advisory teams in San Antonio and potentially new markets. As a key member of our leadership team, you will be responsible for the strategic leadership, development, and performance of our Wealth Advisory teams.Key...
-
Director of Wealth Advisory Leadership
1 week ago
San Antonio, Texas, United States Broadway Bank Full timeJob Title: Director of Wealth AdvisoryAt Broadway Bank, we are seeking a highly skilled and experienced Director of Wealth Advisory to lead our Wealth Advisory teams in San Antonio and potentially new markets. As a key member of our leadership team, you will be responsible for the strategic leadership, development, and performance of our Wealth Advisory...
-
Project Strategist
2 weeks ago
San Antonio, Texas, United States Mount Indie Full timeJob OverviewMount Indie is seeking a highly skilled Project Strategist to join our team. As a key member of our organization, you will play a critical role in driving business growth and improvement through strategic planning and operational excellence.Key ResponsibilitiesData Collection and AnalysisCollect and analyze data from various sources, including...
-
Wealth Management Professional
2 weeks ago
San Antonio, Texas, United States Argent Financial Group Full timeJob Title: Wealth Management AssociateWealth Management Associates play a vital role in supporting the delivery of exceptional client service and driving business growth at Argent Financial Group.Key Responsibilities:Collaborate with senior professionals to develop and execute business development plans, enhancing client relationships and driving revenue...
-
Wealth Management Advisor
1 month ago
San Antonio, Texas, United States TalentLink Solutions Full timeAbout TalentLink Solutions: We are a premier financial advisory firm dedicated to delivering exceptional wealth management services, innovative investment strategies, and comprehensive tax solutions. Our mission is to create tailored financial strategies that enhance our clients' quality of life while ensuring their financial security.Position Overview: We...
-
Wealth Management Professional
2 weeks ago
San Antonio, Texas, United States SWBC Full timeJob SummarySWBC is seeking a highly motivated and results-driven Wealth Advisor to join our team. As a Wealth Advisor, you will work with affluent and high net worth clients to identify their financial needs, develop relationships, and create personalized financial plans that align with their goals.Key ResponsibilitiesDevelop and execute marketing strategies...
-
Regional Insurance Strategist
4 weeks ago
San Antonio, Texas, United States Truist Full timeJob SummaryWe are seeking a highly skilled and experienced Insurance Business Development Specialist to join our team at Truist. As a Regional Insurance Strategist, you will play a critical role in driving business growth and developing strategic partnerships with our clients.Key ResponsibilitiesProvide support to senior leadership and sales teams to drive...
-
Regional Insurance Strategist
3 weeks ago
San Antonio, Texas, United States Truist Full timeJob SummaryWe are seeking a highly skilled Regional Insurance Strategist to join our team at Truist Financial Corporation. As a key member of our sales and business development team, you will be responsible for building and maintaining relationships with our wire house firms, identifying sales opportunities, and providing expert guidance on life insurance...
-
Tax Senior Associate
3 weeks ago
San Antonio, Texas, United States Forvis Mazars, LLP Full timePrivate Client Tax Senior AssociateForvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your ability...