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

Fintech
Financial Services

Compensation Overview

$76k - $129.5kAnnually

+ Annual Performance Bonus + Retirement Plan Contribution

Junior

Indianapolis, IN, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking

You match the following Capital Group's candidate preferences

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

Degree
Experience
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
  • Play a critical role in creating investment plans for clients.
  • Collaborate with external wholesalers and financial advisors to identify new opportunities for investment products.
  • Develop and execute critical territory coverage.
  • Make personalized outbound calls to initiate sales and present 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 based on thorough research. This approach is supported by a team of over 8,000 associates who are responsible for making informed investment decisions. Unlike many competitors, Capital Group emphasizes individual accountability among its investment professionals, ensuring that each team member is responsible for their investment choices. The company's goal is to enhance the financial well-being of its clients by providing successful investment strategies that have stood the test of time.

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.

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Benefits

401(k) Retirement Plan

Performance Bonus