Xc Wealth Management Consultant - Milwaukee

Capital Group

Milwaukee, Wisconsin, United States
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 offers a competitive base salary ranging from $75,000 to $100,000 plus applicable sales commissions and bonuses.
  • Capital Group provides generous time-off, health benefits from day one, and a retirement plan where they contribute 15% of eligible earnings.

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 bonuses; Benefits: 15% retirement contribution match

Skills & Requirements

Must-have

  • Proven track record in third-party distribution
  • Deep technical knowledge of portfolio construction
  • Ability to lead territory team members
  • Strong partner with Retirement Plan Wholesaler

Nice-to-have

  • Motivated by setting and measuring goals
  • Well-rounded collaborator with Senior Sales Force
  • Skilled at synthesizing information for presentations
  • Experience leveraging technologies like Excel and Tableau

Key Requirements

  • Series 7, AIF, AIFA, PPC, CIMA, or CFA designation
  • Broad knowledge of ETF, Mutual Fund, SMA, and CIT business
  • Demonstrated ability to build long-term relationships

Work Rights

Not specified

Tailored Resume

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