Wealth Management Consultant

“I can succeed as a Cross Channel Wholesaler at Capital Group.” 

As one of our Wealth Management Consultants, you will be the key member of our wholesaling team leading sales initiatives in the in the Cross Channel segment. Your territory will reach Alabama and the Florida Panhandle. You’ll manage Capital Group’s relationships and business results with key Cross Channel and Financial Conglomerate firms. You excel at delivering motivational and informative presentations. You’re motivated by setting goals and measuring your results against them. You are a well-rounded collaborator and work skillfully with other Senior Sales Force members to identify opportunity for better investor outcomes.  

“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 ETF 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 (Salesforce, Excel, PowerPoint, Tableau, etc.). 

• You are an excellent communicator and have significant sales experience with Financial Advisors. 

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

• You have proven success in leading and managing a team of territory sales professionals.

• You have one or more of the following licenses or designations: Series 7, 65/66 and/or CFP, CIMA, and CFA 

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In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.