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Capital Group is seeking a Wealth Management Consultant for Fairfield County and Hudson Valley, focusing on delivering superior client service and sales initiatives. The role emphasizes the importance of diversity, integrity, and a supportive work culture that prioritizes employee well-being and professional growth.
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Job Summary
As a Wealth Management Consultant, 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 presence, relationships and business results with key firms.
You excel at delivering motivational and informative presentations.
Matching Summary
Match Score: 75
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Capital Group is seeking a Wealth Management Consultant for Fairfield County and Hudson Valley, focusing on delivering superior client service and sales initiatives. The role emphasizes the importance of diversity, integrity, and a supportive work culture that prioritizes employee well-being and professional growth.
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Salary
Base: $75,000/100,000+; Bonus/Equity: applicable sales commissions and bonuses; Benefits: standard benefits package including paid time off, medical, dental and retirement
Skills & Requirements
Must-have
Third-party distribution expertise
ETF, Mutual Fund, SMA, CIT business knowledge
Lead and motivate territory team
Partner with specialists to drive results
Leverage technologies for custom analysis
Nice-to-have
Build long-term relationships
Deep technical knowledge of portfolio construction
Synthesize and present information
Key Requirements
Series 7, AIF, AIFA, PPC, CIMA, and CFA designations