Full-Time

Internal Wealth Specialist

Confirmed live in the last 24 hours

Capital Group

Capital Group

5,001-10,000 employees

Manages equity and fixed income assets

Quantitative Finance
Financial Services

Compensation Overview

$76k - $129.5kAnnually

+ Annual Performance Bonus + Profitability Bonus

Entry, Junior

Indianapolis, IN, USA

Category
Financial Planning and Analysis (FP&A)
Sales & Trading
Finance & Banking
Required Skills
Sales
Requirements
  • You have a bachelor’s degree.
  • You have strong communication skills and are experienced at delivering sales ideas in presentation format and over the phone.
  • You are goal and action oriented and have created and executed on business plans.
  • You thrive in team settings and work well partnering with others to achieve success.
  • You are experienced in the financial industry and stay current on market conditions.
  • You have your Series 7 and Series 66 (Series 63 and 65 alternatively) license.
  • You must hold your SIE to apply.
  • You must have more than one year experience as an internal wholesaler.
Responsibilities
  • You’ll play a critical role in creating investment plans for our clients.
  • You’ll collaborate with external wholesalers and financial advisors to identify new opportunities for our investment suite of products.
  • Together, you’ll develop and execute critical territory coverage.
  • By making personalized outbound calls, you’ll initiate sales and present compelling solutions to promote American Funds.

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 individual accountability among their investment professionals. With over $2 trillion in assets under management, Capital Group serves millions of individual and institutional investors across the globe. Unlike many competitors, Capital Group emphasizes a long-term investment strategy and has maintained its goal of improving people's lives through successful investing for over 90 years. Their aim is to deliver superior results while ensuring a strong commitment to ethical practices and investor education.

Company Stage

N/A

Total Funding

$703.7M

Headquarters

Beijing, China

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • The collaboration with KKR to launch interval funds in 2025 could open new avenues for investors to access private markets, enhancing Capital Group's product offerings.
  • Recognition as the Best Fixed Income Asset Manager at the Australian Wealth Management Awards underscores Capital Group's expertise and reputation in the industry.
  • The partnership with Deutsche Bank to distribute the Multi-Sector Income Fund globally expands Capital Group's reach and client base.

What critics are saying

  • The emergence of employment scams using Capital Group's name could damage its reputation and deter potential talent.
  • The departure of long-time portfolio manager Donald O'Neal may lead to shifts in investment strategy and potential instability.

What makes Capital Group unique

  • Capital Group's long-standing history and focus on high-conviction portfolios set it apart from newer investment firms, emphasizing a commitment to long-term results.
  • Their strategic partnership with KKR to create hybrid public-private investment solutions showcases their innovative approach to expanding investment opportunities.
  • Capital Group's global presence and management of over $2 trillion in assets highlight its scale and influence in the investment industry.

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