Wealth Management Consultant

As one of our Wealth Management Consultants, you will be a key member of our wholesaling team leading sales initiatives in the Cross Channel segment, identifying firm and firm representatives' needs and coordinate efforts to serve those needs. You’ll manage American Funds Distributions presence, relationships and business results with key Cross Channel firms. You excel at delivering motivational and informative presentations. You’re motivated by setting goals and measuring your performance against them. You are a well-rounded collaborator and work skillfully with other Senior Sales Force members to identify opportunity for better investor outcomes. 

Territory: California (South Bay -- CA Desert -- Small parts of Orange County)

“I am the person Capital Group is looking for.”

• You have a proven track record in third-party distribution, a broad knowledge of the mutual fund, SMA and CIT business and sales cultures, and the demonstrated ability to build long-term relationships.

• You have a proven track record and a deep technical knowledge of portfolio construction.

• You know how to leverage technologies to create custom analysis (Excel, PowerPoint, Tableau, etc.).

• You are an excellent communicator and have significant sales experience in the registered investment advisor space.

• You’re well-versed in synthesizing information and presenting it in a distilled manner.

• You have one or more of the following designations: Series 7, AIF, AIFA, PPC, CIMA, and CFA

Deadline to apply: 7/11/2025

Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $75,000/100,000+ applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.