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 + Profitability Bonus

Junior

Indianapolis, IN, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
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 our clients.
  • collaborate with external wholesalers and financial advisors to identify new opportunities for our investment suite of products.
  • develop and execute critical territory coverage.
  • synthesize information and present it in a distilled manner.
  • make personalized outbound calls to 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 analysis. This approach allows them to make informed investment decisions and hold themselves accountable for the results. 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 personal accountability among its associates. The company's goal is to enhance the financial well-being of its clients through successful investing.

Company Stage

N/A

Total Funding

$703.7M

Headquarters

Beijing, China

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Capital Group's partnership with KKR expands hybrid public-private investment solutions.
  • Recognition as Best Fixed Income Asset Manager boosts Capital Group's industry reputation.
  • Stella Xu's appointment strengthens Capital Group's focus on Greater China.

What critics are saying

  • Employee turnover, like Greggory Cowan's departure, may disrupt client relationships.
  • Employment scams using Capital Group's name could harm its reputation.
  • Interval funds' popularity may pose risks if market conditions change.

What makes Capital Group unique

  • Capital Group has a 90-year history of successful long-term investing.
  • The firm manages over $2 trillion in equity and fixed income assets.
  • Capital Group's global presence includes offices in Europe, Asia, Australia, and the Americas.

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