Full-Time

Wealth Management Consultant

Updated on 12/6/2024

Capital Group

Capital Group

5,001-10,000 employees

Manages equity and fixed income assets

Quantitative Finance
Financial Services

Compensation Overview

$50k - $75kAnnually

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

Mid, Senior

Dallas, TX, USA

Territory will reach Dallas, Texas.

Category
Asset Management
Finance & Banking
Required Skills
Sales
Tableau
PowerPoint/Keynote/Slides
Requirements
  • You have a proven track record in third-party distribution, a broad knowledge of the mutual fund, SMA and CIT business and sales cultures, and the demonstrated ability to build long-term relationships.
  • You have a proven track record and a deep technical knowledge of portfolio construction.
  • You know how to leverage technologies to create custom analysis (Excel, PowerPoint, Tableau, etc.).
  • You are an excellent communicator and have significant sales experience in the registered investment advisor space.
  • You’re well-versed in synthesizing information and presenting it in a distilled manner.
  • You have one or more of the following designations: Series 7, AIF, AIFA, PPC, CIMA, and CFA.
Responsibilities
  • You will be a key member of our wholesaling team leading sales initiatives in the Cross Channel segment, identifying firm and firm representatives' needs and coordinate efforts to serve those needs.
  • You’ll manage American Funds Distributions presence, relationships and business results with key Cross Channel firms.
  • You excel at delivering motivational and informative presentations.
  • You’re motivated by setting goals and measuring your performance against them.
  • You are a well-rounded collaborator and work skillfully with other Senior Sales Force members to identify opportunity for better investor outcomes.

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

  • Partnership with KKR to launch interval funds shows innovation in investment solutions.
  • Recognition as Best Fixed Income Asset Manager enhances reputation in the Australian market.
  • Strategic appointments in Asia Pacific indicate focus on expanding regional influence.

What critics are saying

  • Regulatory hurdles may delay the launch of new interval funds with KKR.
  • Departure of portfolio manager Donald O'Neal could disrupt investment strategies.
  • Fraudulent employment scams could harm Capital Group's reputation.

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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