Xc Wealth Management Consultant - Buffalo & Erie

Capital Group

Buffalo, US
Base: $75,000/100,000 + ; bonus/equity: applicable...
On-site
Third-party distribution experience
Etf, mutual fund, sma, cit business knowledge
Long-term relationship building
Capital Group is seeking a Wealth Management Consultant for their Buffalo & Erie location. The ideal candidate will possess a strong background in third-party distribution and the ability to build lasting relationships in the financial industry

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: 85

Capital Group is seeking a Wealth Management Consultant for their Buffalo & Erie location. The ideal candidate will possess a strong background in third-party distribution and the ability to build lasting relationships in the financial industry.

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 experience
  • ETF, Mutual Fund, SMA, CIT business knowledge
  • Long-term relationship building
  • Territory team leadership
  • Retirement Plan Wholesaler partnership
  • Portfolio construction technical knowledge
  • Leverage technology for analysis

Nice-to-have

  • Motivational and informative presentations
  • Goal-oriented performance measurement
  • Collaborative work style
  • Synthesizing and distilling 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