Full-Time

FC Wealth Management Consultant

Posted on 12/17/2024

Capital Group

Capital Group

5,001-10,000 employees

Manages equity and fixed income assets

Fintech
Financial Services

Compensation Overview

$75kAnnually

+ Sales Commissions + Bonuses + Annual Performance Bonus + Profitability Bonus

Senior, Expert

Atlanta, GA, USA

Territory: Atlanta.

Category
Sales & Trading
Finance & Banking
Required Skills
Tableau
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides

You match the following Capital Group's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • proven track record in third-party distribution
  • broad knowledge of the mutual fund, SMA, ETF and CIT business and sales cultures
  • demonstrated ability to build long-term relationships
  • deep technical knowledge of portfolio construction
  • ability to leverage technologies to create custom analysis (Excel, PowerPoint, Tableau, etc.)
  • well-versed in synthesizing information and presenting it in a distilled manner
  • one or more of the following designations: Series 7, 66, and/or CIMA, and CFA
Responsibilities
  • lead sales initiatives in the Financial Conglomerate (Wirehouse) Channel segment
  • identify firm and firm representatives needs and coordinate efforts to serve those needs
  • manage American Funds Distributions presence, relationships, and business results with key Financial Conglomerate Wirehouse firms
  • deliver motivational and informative presentations
  • set goals and measure performance against them

Capital Group focuses on managing investments for long-term growth, primarily through its American Funds® brand. The company utilizes high-conviction portfolios, which means they invest in a select number of securities that they believe will perform well, backed by thorough research and analysis. This approach allows them to make informed investment decisions and hold themselves accountable for the results. Unlike many competitors, Capital Group emphasizes a long-term investment strategy and has a significant amount of assets under management, totaling over $2 trillion. Their goal is to enhance the financial well-being of their clients by providing successful investment solutions.

Company Stage

N/A

Total Funding

$703.7M

Headquarters

Beijing, China

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with KKR introduces innovative hybrid investment solutions.
  • Expansion in Greater China strengthens Capital Group's Asian market presence.
  • Entry into cryptocurrency with Metaplanet stake shows adaptability to new markets.

What critics are saying

  • Employment scams could harm Capital Group's reputation and trust.
  • Regulatory approval delays may impact new fund launches with KKR.
  • Cryptocurrency market volatility poses financial risks for Capital Group.

What makes Capital Group unique

  • Capital Group's 90-year history showcases its long-term investment expertise.
  • The firm manages over $2 trillion, indicating significant market influence.
  • Capital Group's global presence spans Europe, Asia, Australia, and the Americas.

Help us improve and share your feedback! Did you find this helpful?

Benefits

401(k) Retirement Plan

Performance Bonus

INACTIVE