Divisional Wealth Management Consultant - Los Angeles, Pasadena, Hawaii

Capital Group

Los Angeles, California, United States
Base: $75,000; bonus/equity: applicable sales comm...
Series 7 and 66 or 7, 63, and 65 licenses
Experience as internal wholesaler
Proven track record selling mutual funds
The role involves driving sales by educating, training, and motivating financial advisors from all channels within the Los Angeles, Pasadena, and Hawaii territories

Job Summary

  • The role involves driving sales by educating, training, and motivating financial advisors from all channels within the Los Angeles, Pasadena, and Hawaii territories.
  • Candidates must possess a business-owner mindset, be self-motivated, and have strong presentation skills to deliver investor-based presentations.
  • The company offers a competitive base salary of $75,000 plus commissions, bonuses, and a retirement plan with a 15% employer contribution.

Matching Summary

The role involves driving sales by educating, training, and motivating financial advisors from all channels within the Los Angeles, Pasadena, and Hawaii territories.

Salary

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

Skills & Requirements

Must-have

  • Series 7 and 66 or 7, 63, and 65 licenses
  • Experience as internal wholesaler
  • Proven track record selling mutual funds
  • Strong presentation skills for groups
  • Ability to leverage Excel and Bloomberg

Nice-to-have

  • Business-owner mindset
  • Self-motivated and structured
  • Well-rounded collaborator
  • Diverse perspectives and backgrounds
  • Experience managing own sales territory

Key Requirements

  • Degree in finance, economics, statistics, or relevant field
  • 3+ years experience as internal wholesaler
  • Series 7 and 66 or 7, 63, and 65 licenses
  • Experience selling mutual funds, ETFs, and Retirement Plan products

Work Rights

Not specified

Tailored Resume

Cover Letter