Xc Wealth Management Consultant - E. Minneapolis & Western Wisconsin

Capital Partners Mortgage LLC

Minneapolis, Minnesota, United States
Base: $75,000-$100,000 + ; bonus/equity: applicabl...
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 the wholesaling team leading sales initiatives in the Cross Channel segment

Job Summary

  • You will be a key member of the wholesaling team leading sales initiatives in the Cross Channel segment.
  • The role offers a competitive base salary ranging from $75,000 to over $100,000 plus applicable sales commissions and bonuses.
  • Employees are eligible for a retirement plan where Capital contributes 15% of eligible earnings along with generous time-off benefits.

Matching Summary

You will be a key member of the 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, paid time off, medical, dental

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 specialists
  • Well-rounded collaborator with senior sales force
  • Motivated by setting and measuring 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, and Tableau

Work Rights

Not specified

Tailored Resume

Cover Letter