Divisional Wealth Management Consultant - San Francisco / San Jose

Capital Group

San Francisco, California, US
Base: $75,000; bonus/equity: applicable sales comm...
On-site
Drive sales within a territory
Educate and motivate financial advisors
Deliver investor-based presentations
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

Job Summary

  • 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 as a DWMC will include educating, training, and motivating financial advisors from all channels, with an ultimate goal of increasing sales in the territory.
  • Approximately 75% of your time will be spent engaging your Financial Advisors in person and 25% of the time you will be engaging your Financial Advisors virtually.

Matching Summary

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.

Salary

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

Skills & Requirements

Must-have

  • Drive sales within a territory
  • Educate and motivate financial advisors
  • Deliver investor-based presentations
  • Leverage technology for analysis
  • Strong communication and presentation skills

Nice-to-have

  • Business owner mindset
  • Self-motivated and structured
  • Goal-oriented and performance-driven
  • Collaborative team player
  • Fostering a strong sense of belonging

Key Requirements

  • Degree in finance, economics, statistics, or relevant field
  • 3+ years of experience as an internal wholesaler
  • Experience managing own sales territory
  • Proven track record selling mutual funds, ETFs, and Retirement Plan products
  • Series 7 and 66 or 7, 63, and 65 licenses

Work Rights

Not specified

Tailored Resume

Cover Letter