Wealth Management Consultant

hace 1 semana

Regional, México Capital Group Companies A tiempo completo

“I can succeed as a Cross Channel Wholesaler at Capital Group.”

As one of our Wealth Management Consultants, 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. Your territory will cover the Central Coast of California and the San Fernando Valley. 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.

“I am the person Capital Group is looking for.”- 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 & 66 designation and/or AIF, AIFA, PPC, CIMA, and CFA
- 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._
- You can learn more about our compensation and benefits _
- here_
- ._
- _Temporary positions in Canada and the United States_ are excluded from the above mentioned compensation and benefit plans._

  • Divisional Wealth Management Consultant

    hace 4 semanas

    Regional, México Capital Group Companies A tiempo completo

    “I can succeed as a Divisional Wealth Management Consultant at Capital Group.”As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area. Your role as a DWMC will include educating, training, and motivating...

  • Divisional Wealth Management Consultant

    hace 4 semanas

    Regional, México Capital Group Companies A tiempo completo

    “I can succeed as a Divisional Wealth Management Consultant at Capital Group.”As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area. Your role as a DWMC will include educating, training, and motivating...

  • Wealth Management Consultant

    hace 3 semanas

    Regional, México Capital Group Companies A tiempo completo

    “I can succeed as a Cross Channel Wholesaler at Capital Group.”- As one of our Wealth Management Consultants, 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...

  • Wealth Management Consultant

    hace 2 semanas

    Regional, México Capital Group Companies A tiempo completo

    “I can succeed as a Cross Channel Wholesaler at Capital Group.” As one of our Wealth Management Consultants, you will be the key member of our wholesaling team leading sales initiatives in the in the Cross Channel segment. Your territory will reach Alabama and the Florida Panhandle. You’ll manage Capital Group’s relationships and business results...

  • Wealth Management Consultant

    hace 1 semana

    Regional, México Capital Group Companies A tiempo completo

    “I can succeed as a Cross Channel Wholesaler at Capital Group.”As one of our Wealth Management Consultants, 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. Your territory will cover the Central Coast of...

  • Fc Wealth Management Consultant

    hace 2 semanas

    Regional, México Capital Group Companies A tiempo completo

    “I can succeed as a Wirehouse Wholesaler at Capital Group.” As one of our Wholesalers, you’ll lead sales initiatives in the Financial Conglomerate (Wirehouse) 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...

  • Fc Wealth Management Consultant

    hace 2 semanas

    Regional, México Capital Group Companies A tiempo completo

    “I can succeed as a Wirehouse Wholesaler at Capital Group.”As one of our Wholesalers, you’ll lead sales initiatives in the Financial Conglomerate (Wirehouse) 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...

  • Relief Cleaner

    hace 4 semanas

    Regional, México Depaul Ireland A tiempo completo

    Relief Cleaner -Waterford, Wexford, Carlow, Cork€14.21 per hour“As and When Required” basisYour new roleThis role offers a fantastic opportunity to provide support to our organisation’s services in Depaul. Depaul is a values-led organisation working with a number of services throughout the Republic and Northern Ireland. This role will report directly...

  • Retirement Plan Counselor

    hace 3 semanas

    Regional, México Capital Group Companies A tiempo completo

    “I can succeed as the Retirement Plan Counselor”As one of our Retirement Plan Counselors, you’ll lead sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives’ needs and coordinating efforts to serve those needs. You’ll partner with Wealth Management Wholesalers to manage Capital Client Group (American Funds...

  • Fixed Income Specialist

    hace 4 días

    Regional, Mich., México Capital Group A tiempo completo

    I can succeed as a Fixed Income Specialist (Director or Fixed Income Markets) at Capital Group."The Director of Fixed income Markets is a field-based sales associate aligned with our sales force. The role is part of Asset Class Services, a division within our Product Group, which rolls up to the Capital Client Group. It is essential to work closely with...