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 financial advisors from all channels, with an ultimate goal of increasing sales in the territory. You have a business-owner mindset, are self-motivated, and are someone who is structured and process-oriented. You are motivated by setting goals and measuring your performance against them. You are a well-rounded collaborator and work skillfully with Senior Sales Force members to identify opportunities for better investor outcomes. You will also need to have strong presentation skills in order to deliver individual, small and large group, and investor-based presentations. Approximately 60% of your time will be spent engaging your Financial Advisors in person and 40% of the time you will be engaging your Financial Advisors virtually.Territory: Washington & Oregon“I am the person Capital Group is looking for.”- 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 preferably have experience managing your own sales territory where there was individual sales accountability- 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, Backset, 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 65Deadline to apply: 7/7/2025- 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 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...

  • 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...

  • 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...

  • 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...

  • Divisional Wealth Management Consultant

    hace 5 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...

  • 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...

  • 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...

  • 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,...

  • Wealth Management Consultant

    hace 4 semanas

    Regional, México Capital Group Companies A tiempo completo

    “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...

  • 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...