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Capital Partners Mortgage LLC seeks a Wealth Management Consultant for their Buffalo & Erie territory. The role involves leading sales initiatives, managing relationships, and driving results in a collaborative environment focused on diversity and belonging.
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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 will manage American Funds Distributions presence, relationships and business results with key firms, excelling at delivering motivational and informative presentations.
You are motivated by setting goals and measuring your performance against them, and you are a well-rounded collaborator working skillfully with other Senior Sales Force members.
Matching Summary
Match Score: 75
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Capital Partners Mortgage LLC seeks a Wealth Management Consultant for their Buffalo & Erie territory. The role involves leading sales initiatives, managing relationships, and driving results in a collaborative environment focused on diversity and belonging.
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Salary
Base: $75,000/100,000+ applicable sales commissions and bonuses; Bonus/Equity: Discretionary annual incentive program; Benefits: Standard benefits package including paid time off, medical, dental and retirement
Skills & Requirements
Must-have
Third-party distribution expertise
ETF, Mutual Fund, SMA, CIT knowledge
Motivating and informative presentations
Goal setting and performance measurement
Leveraging technology for analysis
Nice-to-have
Fostering a strong sense of belonging
Celebrating differences and diverse perspectives
Leading a full life with flexible options
Key Requirements
Proven track record in third-party distribution
Deep technical knowledge of portfolio construction
Series 7, AIF, AIFA, PPC, CIMA, and CFA designations