Xc Wealth Management Consultant - South Georgia

Capital Group

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 offers a competitive base salary plus bonuses, benefits, and a company-funded retirement contribution of 15%.
  • Capital Group fosters a culture of belonging that values diverse perspectives and authentic self-expression.

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, generous time-off

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-rounded collaborator with Senior Sales Force
  • Motivated by setting and measuring performance 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, Tableau

Work Rights

Not specified

Tailored Resume

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