Note: The job is a remote job and is open to candidates in USA. Capital Group is a leading investment management firm, and they are seeking a Divisional Wealth Management Consultant. The role involves driving sales, educating financial advisors, and collaborating with a team to enhance investor outcomes.
Responsibilities
- Driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area
- Educating, training, and motivating financial advisors from all channels
- Increasing sales in the territory
- Setting goals and measuring performance against them
- Collaborating with Senior Sales Force members to identify opportunities for better investor outcomes
- Delivering individual, small and large group, and investor-based presentations
- Engaging Financial Advisors in person and virtually
Skills
- You have a degree in finance, economics, statistics, or a relevant field of study
- You have 3+ years of experience as an internal wholesaler and have spent a significant amount of time in front advisors and clients (virtual and or telephone)
- You have a proven track record selling mutual funds, ETFs, and Retirement Plan products
- You know how to leverage technologies to create custom analysis (Excel, PowerPoint, Bloomberg, FactSet, etc.)
- You are an excellent communicator including the ability to deliver persuasive, concise, and well-organized presentations and messages
- You're well-versed in synthesizing information and presenting it in a distilled manner
- You have the following licenses: Series 7 and 66 or 7, 63, and 65
- You preferably have experience managing your own sales territory where there was individual sales accountability
Benefits
- Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.
- Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
- Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
- Access on-demand professional development resources that allow you to hone existing skills and learn new ones
- In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
- Employees are eligible for standard benefits package including paid time off, medical, dental and retirement.
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