Full-Time

Wealth Management Consultant

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

Senior, Expert

Alexandria, VA, USA

Category
Asset Management
Finance & Banking
Required Skills
Sales
Tableau
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides

You match the following Capital Group's candidate preferences

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

Degree
Experience
Requirements
  • Proven track record in third-party distribution
  • Broad knowledge of the mutual fund, SMA and CIT business and sales cultures
  • Demonstrated ability to build long-term relationships
  • Deep technical knowledge of portfolio construction
  • Ability to leverage technologies to create custom analysis (Excel, PowerPoint, Tableau, etc.)
  • Excellent communicator with significant sales experience in the registered investment advisor space
  • Well-versed in synthesizing information and presenting it in a distilled manner
  • One or more of the following designations: Series 7 & 66 designation and/or AIF, AIFA, PPC, CIMA, and CFA
Responsibilities
  • Lead sales initiatives in the Cross Channel segment
  • Identify firm and firm representative's needs and coordinate efforts to serve those needs
  • Manage American Funds Distributions presence, relationships and business results with key Cross Channel firms
  • Deliver motivational and informative presentations
  • Collaborate with other Senior Sales Force members to identify opportunities 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 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

  • 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