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Capital Partners Mortgage LLC is seeking a Wealth Management Consultant for the South Georgia area. The company promotes a diverse and inclusive culture, valuing authenticity and performance, and offers competitive compensation alongside professional development opportunities.
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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: 75
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Capital Partners Mortgage LLC is seeking a Wealth Management Consultant for the South Georgia area. The company promotes a diverse and inclusive culture, valuing authenticity and performance, and offers competitive compensation alongside professional development opportunities.
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Salary
Base: $75,000/100,000+; Bonus/Equity: applicable sales commissions and bonuses; Benefits: competitive salary, bonuses and benefits
Skills & Requirements
Must-have
Third-party distribution expertise
ETF, Mutual Fund, SMA, CIT knowledge
Long-term relationship building
Territory team leadership
Retirement Plan Wholesaler partnership
Portfolio construction technical knowledge
Leverage technology for analysis
Nice-to-have
Authentic self at work
Diverse perspectives valued
Motivated by goal measurement
Collaborative work style
Synthesize and present 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