Xc Wealth Management Consultant - Buffalo & Erie

Capital Group

Buffalo, New York, United States
Base: $75,000-$100,000; bonus/equity: applicable s...
Proven track record in third-party distribution
Deep technical knowledge of portfolio construction
Ability to lead territory team members
You will be a key member of the wholesaling team leading sales initiatives in the Cross Channel segment

Job Summary

  • You will be a key member of the wholesaling team leading sales initiatives in the Cross Channel segment.
  • The role offers a competitive base salary ranging from $75,000 to $100,000 plus applicable sales commissions and bonuses.
  • Employees receive generous time-off, health benefits from day one, and a company-funded retirement contribution of 15%.

Matching Summary

You will be a key member of the wholesaling team leading sales initiatives in the Cross Channel segment.

Salary

Base: $75,000-$100,000; Bonus/Equity: Applicable sales commissions and bonuses; Benefits: 15% retirement contribution, medical, dental, PTO

Skills & Requirements

Must-have

  • Proven track record in third-party distribution
  • Deep technical knowledge of portfolio construction
  • Ability to lead territory team members

Nice-to-have

  • Strong partner with retirement plan wholesalers
  • Experience leveraging technologies like Tableau
  • Well-rounded collaborator with senior sales force

Key Requirements

  • Series 7, AIF, AIFA, PPC, CIMA, or CFA designation
  • Broad knowledge of ETF, Mutual Fund, SMA, and CIT business
  • Demonstrated ability to build long-term relationships

Work Rights

Not specified

Tailored Resume

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