Xc Wealth Management Consultant - Buffalo & Erie

Capital Group

Buffalo, New York, United States
Base: $75,000-$100,000; bonus/equity: applicable s...
Not specified (assumed hybrid or flexible based on benefits mentioned)
Proven track record in third-party distribution
Deep technical knowledge of portfolio construction
Ability to lead territory team members
Capital Group is seeking a Wealth Management Consultant for their Buffalo & Erie territory, focusing on sales initiatives and relationship management within the firm's wholesaling team. The role demands a strong background in third-party distribution and portfolio construction, along with the ability to motivate a team and deliver effective presentations

Job Summary

  • You will be a key member of the wholesaling team leading sales initiatives in the Cross Channel segment.
  • The role offers a competitive base salary ranging from $75,000 to $100,000 plus applicable sales commissions and bonuses.
  • Employees receive generous time-off, health benefits from day one, and a company-funded retirement contribution of 15%.

Matching Summary

Match Score: 85

Capital Group is seeking a Wealth Management Consultant for their Buffalo & Erie territory, focusing on sales initiatives and relationship management within the firm's wholesaling team. The role demands a strong background in third-party distribution and portfolio construction, along with the ability to motivate a team and deliver effective presentations.

Salary

Base: $75,000-$100,000; Bonus/Equity: Applicable sales commissions and bonuses; Benefits: 15% retirement contribution, paid time off, medical, dental

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 wholesalers
  • Well-rounded collaborator for investor outcomes
  • 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