Divisional Wealth Management Consultant - San Francisco / San Jose

Capital Partners Mortgage LLC

San Francisco, California, United States
Base: $75,000; bonus/equity: applicable sales comm...
Series 7 and 66 or 7, 63, and 65 licenses
3+ years internal wholesaler experience
Proven track record selling mutual funds
The role involves driving sales as part of a Territory Team by educating, training, and motivating financial advisors

Job Summary

  • The role involves driving sales as part of a Territory Team by educating, training, and motivating financial advisors.
  • Candidates will receive a competitive base salary of $75,000 plus applicable sales commissions and bonuses.
  • Employees are eligible for standard benefits including paid time off, medical, dental, and a retirement plan with a 15% company contribution.

Matching Summary

The role involves driving sales as part of a Territory Team by educating, training, and motivating financial advisors.

Salary

Base: $75,000; Bonus/Equity: Applicable sales commissions and bonuses; Benefits: Paid time off, medical, dental, 15% retirement contribution

Skills & Requirements

Must-have

  • Series 7 and 66 or 7, 63, and 65 licenses
  • 3+ years internal wholesaler experience
  • Proven track record selling mutual funds
  • Strong presentation skills for groups
  • Ability to leverage Excel and Bloomberg

Nice-to-have

  • Business-owner mindset
  • Self-motivated and structured
  • Experience managing own sales territory
  • Well-rounded collaborator
  • Diverse perspectives and backgrounds

Key Requirements

  • Degree in finance, economics, statistics, or relevant field
  • Series 7 and 66 or 7, 63, and 65 licenses required
  • 3+ years experience as an internal wholesaler
  • Experience selling mutual funds, ETFs, and Retirement Plan products

Work Rights

Not specified

Tailored Resume

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