Current jobs related to Wealth Management Internal Consultant - San Antonio, Texas - Capital Group
-
Internal Wealth Generalist
2 weeks ago
San Antonio, Texas, United States Capital Group Full timeInternal Wealth Generalist RoleAbout the JobAs 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. You will also develop as a sales professional through intentional development...
-
Internal Wealth Generalist
3 weeks 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...
-
Wealth Management Professional
4 weeks 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...
-
Wealth Management Advisor
2 weeks 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 that align with their objectives.Key Responsibilities:Conduct comprehensive...
-
Internal Wealth Generalist
2 weeks ago
San Antonio, Texas, United States Capital Group Full timeAbout the 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 ResponsibilitiesDevelop...
-
Wealth Management Professional
2 weeks 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 with affluent and high net worth clients to identify their financial goals and develop personalized financial plans to achieve them.Key Responsibilities:Conduct comprehensive financial assessments to understand...
-
Internal Wealth Generalist
2 weeks ago
San Antonio, Texas, United States Capital Group Full timeAbout the 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 ResponsibilitiesDevelop...
-
Wealth Management Professional
1 week ago
San Antonio, Texas, United States SWBC Full timeJob SummarySWBC is seeking a highly motivated and results-driven Wealth Management Professional to join our team. As a key member of our wealth management division, you will be responsible for developing and executing marketing strategies to identify and attract potential clients, cultivating a network of referral sources and strategic partnerships, and...
-
Internal Wealth Strategist
2 weeks ago
San Antonio, Texas, United States Capital Group Full timeAbout the 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 Responsibilities:Develop...
-
Wealth Management Professional
4 days ago
San Antonio, Texas, United States SWBC Full timeJob Summary:We are seeking a highly motivated and results-driven Wealth Advisor to join our team at SWBC. As a Wealth Advisor, you will work with affluent and high net worth clients to identify their needs, develop relationships, and create personalized financial plans that align with their goals.Key Responsibilities:Develop and execute marketing strategies...
-
Internal Wealth Generalist
2 weeks ago
San Antonio, Texas, United States Capital Group Full timeUnlock Your Potential as an Internal Wealth Generalist at Capital GroupAs a key member of our Wealth Management team, you will play a critical role in providing sales support to our business units and driving sales activities with various stakeholders, including financial advisors. In addition to sales and support activities, you will also develop as a sales...
-
Wealth Management Professional
3 days ago
San Antonio, Texas, United States SWBC Full timeAt SWBC, we are 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 needs, develop relationships, and create personalized financial plans that align with their goals.Key Responsibilities:Develop and execute marketing...
-
Internal Wealth Generalist
4 days ago
San Antonio, Texas, United States Capital Group Full timeRole OverviewAs a key member of the Capital Group team, 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. This position requires a strong understanding of sales and financial concepts, as well as excellent communication and...
-
Wealth Management Professional
4 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...
-
Wealth Management Professional
4 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...
-
Wealth Management Professional
4 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...
-
Internal Wealth Strategist
2 weeks ago
San Antonio, Texas, United States Capital Group Full timeUnlock Your Potential as an Internal Wealth Specialist at Capital GroupAs a key member of our team, you'll play a critical role in crafting personalized investment plans for our clients. Your success will be measured by your ability to set and achieve goals, collaborate with external partners, and develop strategic territory coverage.You'll excel in...
-
Wealth Management Specialist
4 weeks ago
San Antonio, Texas, United States Argent Financial Group Full timeJob Title: Wealth AdvisorWealth Advisors play a pivotal role in managing and growing relationships with high-net-worth clients at Argent Financial Group.Key Responsibilities:Cultivate trust-based relationships with high-net-worth clients, providing targeted advice and developing customized wealth management strategies.Identify and close new business...
-
Wealth Management Specialist
4 weeks ago
San Antonio, Texas, United States Argent Financial Group Full timeJob SummaryWe are seeking a highly skilled Wealth Advisor to join our team at Argent Financial Group. As a Wealth Advisor, you will play a pivotal role in managing and growing relationships with high-net-worth clients.Key ResponsibilitiesCultivate Trust-Based Relationships: Develop and maintain trust-based relationships with high-net-worth clients, providing...
-
Wealth Management Specialist
2 weeks ago
San Antonio, Texas, United States Victory Capitel Full timeJob Title: Wealth SpecialistVictory Capital is seeking a highly motivated and experienced Wealth Specialist to join our team in San Antonio, Texas. As a Wealth Specialist, you will play a critical role in promoting our investment products and services to clients, identifying opportunities to grow our business, and providing exceptional customer service.Key...
Wealth Management Internal Consultant
2 months ago
Become an Internal Wealth Specialist at Capital Group.
As an Internal Wealth Specialist, you will be instrumental in devising tailored investment strategies for our clientele. Your drive is fueled by establishing objectives and evaluating your achievements against them. You will work closely with external wholesalers and financial advisors to uncover new avenues for our diverse investment offerings. Together, you will strategize and implement essential territory management.
Your expertise lies in distilling complex information and presenting it clearly. Through personalized outreach, you will initiate sales conversations and deliver persuasive solutions to advocate for American Funds.
Capital Group seeks individuals like you.
- A bachelor's degree is required.
- Exceptional communication skills with experience in presenting sales concepts both in person and via phone.
- You are results-driven and have successfully developed and executed business strategies.
- Collaboration is key; you excel in team environments and work effectively with others to achieve collective goals.
- Experience in the financial sector is essential, along with a commitment to staying informed about market trends.
- Possession of Series 7 and Series 66 licenses (or alternatively Series 63 and 65) is necessary.
- Preferred candidates will have over a year of experience as an internal wholesaler.
Compensation includes a competitive base salary, along with eligibility for individual performance bonuses and a company-wide profitability bonus. Additionally, Capital Group contributes 15% of your eligible earnings to a retirement plan.
As an equal opportunity employer, we adhere to all applicable laws prohibiting discrimination in employment decisions. Our policies ensure a workplace free from unlawful discrimination based on race, religion, color, national origin, sex, age, disability, and other protected characteristics.
