Wealth Management Consultant
hace 4 semanas
“I can succeed as a FC Wealth Management Consultant 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 Financial Conglomerate 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 Financial Conglomerate 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.- Territory: Dallas- “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, AIF, AIFA, PPC, CIMA, and CFA- Deadline to apply: 8/12/25- 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._
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Divisional Wealth Management Consultant
hace 3 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...
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Divisional Wealth Management Consultant
hace 2 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...
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Divisional Wealth Management Consultant
hace 2 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...
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Divisional Wealth Management Consultant
hace 2 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...
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Divisional Wealth Management Consultant
hace 2 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...
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Divisional Wealth Management Consultant
hace 6 días
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...
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Divisional Wealth Management Consultant
hace 4 días
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...
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Divisional Wealth Management Consultant
hace 4 días
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...
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Wealth Management Consultant
hace 4 días
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...
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Divisional Wealth Management Consultant
hace 4 días
Regional, Mich., México Capital Group A tiempo completo"I can be myself at work."You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we're committed to fostering a strong sense of belonging in a respectful workplace.We intentionally seek diverse perspectives,...
