Xc Wealth Management Consultant - South Georgia

Capital Partners Mortgage LLC

South Georgia, US
Base: $75,000-$100,000; bonus/equity: applicable s...
Proven track record in third-party distribution
Deep technical knowledge of portfolio construction
Ability to lead territory team members
You will be a key member of our wholesaling team leading sales initiatives in the Cross Channel segment

Job Summary

  • You will be a key member of our wholesaling team leading sales initiatives in the Cross Channel segment.
  • The role requires managing American Funds Distributions presence and building long-term relationships with key firms.
  • Employees receive a competitive base salary, performance bonuses, and a retirement plan with a 15% company contribution.

Matching Summary

You will be a key member of our wholesaling team leading sales initiatives in the Cross Channel segment.

Salary

Base: $75,000-$100,000; Bonus/Equity: Applicable sales commissions and discretionary annual incentive program; Benefits: Medical, dental, retirement with 15% contribution

Skills & Requirements

Must-have

  • Proven track record in third-party distribution
  • Deep technical knowledge of portfolio construction
  • Ability to lead territory team members

Nice-to-have

  • Strong partner with Retirement Plan Wholesaler
  • Well-versed in synthesizing information
  • Motivated by setting and measuring goals

Key Requirements

  • Series 7, AIF, AIFA, PPC, CIMA, or CFA designation
  • Broad knowledge of ETF, Mutual Fund, SMA, and CIT business
  • Experience leveraging technologies like Excel, PowerPoint, and Tableau

Work Rights

Not specified

Tailored Resume

Cover Letter