Full-Time

Internal Wealth Specialist

Updated on 11/19/2024

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 based on thorough research. This approach is supported by a team of over 8,000 associates who work across various global offices. Unlike many competitors, Capital Group emphasizes individual accountability among its investment professionals, ensuring that each team member is responsible for their investment decisions. The main goal of Capital Group is to enhance the financial well-being of its clients by providing successful investment strategies.

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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