Xc Wealth Management Consultant - Southern Va & Tri-cities

Capital Group

Southern VA & Tri-cities, US
Base: $75,000/100,000 + ; bonus/equity: applicable...
On-site
Third-party distribution experience
Etf, mutual fund, sma, cit knowledge
Long-term relationship building
Capital Group is seeking a Wealth Management Consultant for Southern Virginia and the Tri-Cities area. The role focuses on leading sales initiatives and building relationships within third-party distribution while promoting a culture of diversity, integrity, and community involvement

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 will receive a competitive salary, bonuses and benefits, with a company-funded retirement contribution factoring in salary and variable pay, including bonuses.
  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options and on-demand professional development resources.

Matching Summary

Match Score: 85

Capital Group is seeking a Wealth Management Consultant for Southern Virginia and the Tri-Cities area. The role focuses on leading sales initiatives and building relationships within third-party distribution while promoting a culture of diversity, integrity, and community involvement.

Salary

Base: $75,000/100,000+; Bonus/Equity: applicable sales commissions and bonuses, discretionary annual incentive program; Benefits: standard benefits package including paid time off, medical, dental and retirement

Skills & Requirements

Must-have

  • Third-party distribution experience
  • ETF, Mutual Fund, SMA, CIT knowledge
  • Long-term relationship building
  • Territory team leadership
  • Portfolio construction knowledge
  • Leverage technologies for analysis

Nice-to-have

  • Motivated by goal setting
  • Collaborative work style
  • Synthesizing and presenting information

Key Requirements

  • Series 7, AIF, AIFA, PPC, CIMA, and CFA designations
  • Proven track record in third-party distribution
  • Deep technical knowledge of portfolio construction
  • Ability to leverage technologies (Excel, PowerPoint, Tableau)

Work Rights

Not specified

Tailored Resume

Cover Letter