Xc Wealth Management Consultant - E. Minneapolis & Western Wisconsin

Capital Partners Mortgage LLC

Minneapolis, US
Base: $75,000/100,000 + ; bonus/equity: applicable...
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Third-party distribution expertise
Etf, mutual fund, sma, cit knowledge
Relationship building skills
** Capital Partners Mortgage LLC is seeking a Wealth Management Consultant to lead sales initiatives in E. Minneapolis and Western Wisconsin, emphasizing a culture of diversity, integrity, and community. The ideal candidate will have a strong background in third-party distribution and sales, alongside relevant certifications. The position offers competitive compensation, benefits, and opportunities for personal and professional growth. **

Job Summary

  • 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

** Capital Partners Mortgage LLC is seeking a Wealth Management Consultant to lead sales initiatives in E. Minneapolis and Western Wisconsin, emphasizing a culture of diversity, integrity, and community. The ideal candidate will have a strong background in third-party distribution and sales, alongside relevant certifications. The position offers competitive compensation, benefits, and opportunities for personal and professional growth. **

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 knowledge
  • Relationship building skills
  • 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, 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