Internal Wealth Strategist
6 days ago
As 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 Responsibilities- Collaborate with external wholesalers and financial advisors to identify new opportunities for our investment suite of products.
- Develop and execute critical territory coverage.
- Make personalized outbound calls to initiate sales and present compelling solutions to promote American Funds.
- 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.
- Thrives in team settings and works well partnering with others to achieve success.
- Experience in the financial industry with a strong understanding of market conditions.
- Series 7 and Series 66 (Series 63 and 65 alternatively) license.
- SIE license.
- More than one year of experience as an internal wholesaler.
In addition to a highly competitive base salary, you will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus, and a retirement plan where Capital contributes 15% of your eligible earnings.
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