Internal Wealth Strategist

6 days ago


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

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.
Requirements
  • 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.
Compensation and Benefits

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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