Divisional Wealth Management Consultant
Welcome to the Latest Job Vacancies Site 2025 and at this time we would like to inform you of the Latest Job Vacancies from the Capital Group with the position of Divisional Wealth Management Consultant which was opened this.
If this job matches your qualifications, please send your application directly through our latest Job site. Indeed, every job is not easy to apply because it must meet several qualifications and requirements that we must meet in accordance with the standard criteria of the Company who are looking for potential candidates to work. Good job information Divisional Wealth Management Consultant below matches your qualifications.
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 includes educating, training, and motivating financial advisors from all channels, with the ultimate goal of increasing sales in the territory. You should have a business-owner mindset, be self-motivated, structured, and process-oriented. Setting goals and measuring performance against them is key. You will work collaboratively with Senior Sales Force members to identify opportunities for better investor outcomes. Strong presentation skills are necessary to deliver individual, small and large group, and investor-based presentations. Approximately 60% of your time will be spent engaging Financial Advisors in person, and 40% virtually.
TerritoryOklahoma, Kansas & Missouri
Candidate Profile- Degree in finance, economics, statistics, or relevant field
- 5+ years of experience as an internal/hybrid wholesaler, with significant interaction with advisors and clients (virtual and/or telephone)
- Experience managing a sales territory with individual sales accountability (preferred)
- Proven track record selling mutual funds, ETFs, and Retirement Plan products
- Proficient in leveraging technologies for analysis (Excel, PowerPoint, Bloomberg, Backset, etc.)
- Excellent communication skills, capable of delivering persuasive, concise, and organized presentations
- Ability to synthesize and present information effectively
- Licenses: Series 7 and 66 or 7, 63, and 65
The base salary for this role is $75K plus applicable sales commissions and bonuses. Compensation may vary based on experience and skills. Additional benefits include a standard package with paid time off, medical, dental, and retirement plans. Employees are also eligible for an annual performance bonus, Capital's profitability bonus, and a retirement plan with a 15% contribution of eligible earnings.
Note: In applicable locations, salary information is provided as required by law.
Additional InformationWe are committed to equal employment opportunity and prohibit discrimination based on race, religion, color, national origin, sex, age, disability, and other protected characteristics as per federal, state, and local laws.
#J-18808-LjbffrHow to Submit an Application:
After reading and knowing the criteria and minimum requirements for qualifications that have been explained from the Divisional Wealth Management Consultant job info - Capital Group Mar del Plata, Provincia de Buenos Aires above, thus jobseekers who feel they have not met the requirements including education, age, etc. and really feel interested in the latest job vacancies Divisional Wealth Management Consultant job info - Capital Group Mar del Plata, Provincia de Buenos Aires in 2025-05-15 above, should as soon as possible complete and compile a job application file such as a job application letter, CV or curriculum vitae, FC diploma and transcripts and other supplements as described above, in order to register and take part in the admission selection for new employees in the company referred to, sent via form this bottom.
Submit Application