Capital Partners Mortgage LLC is seeking a Wealth Management Consultant for the Fairfield County and Hudson Valley territories. The ideal candidate will have a background in third-party distribution, strong sales skills, and the ability to foster relationships, while the company promotes a diverse and inclusive workplace culture
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.
Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options.
Matching Summary
Match Score: 85
Capital Partners Mortgage LLC is seeking a Wealth Management Consultant for the Fairfield County and Hudson Valley territories. The ideal candidate will have a background in third-party distribution, strong sales skills, and the ability to foster relationships, while the company promotes a diverse and inclusive workplace culture.
Salary
Base: $75,000/100,000+; Bonus/Equity: applicable sales commissions and bonuses; Benefits: standard benefits package including paid time off, medical, dental and retirement
Skills & Requirements
Must-have
Third-party distribution track record
ETF, Mutual Fund, SMA, CIT business knowledge
Lead and motivate territory team
Partner with specialists to drive results
Leverage technologies for custom analysis
Nice-to-have
Authentic self at work
Belonging and respectful workplace
Diverse perspectives and backgrounds
Client focus and integrity
Lead a full life
Key Requirements
Series 7, AIF, AIFA, PPC, CIMA, and CFA designations
Proven track record in third-party distribution
Deep technical knowledge of portfolio construction