Capital Group is seeking a Wealth Management Consultant for the E. Minneapolis & Western Wisconsin territory. This role involves leading sales initiatives, managing relationships, and collaborating with a team to enhance investor outcomes
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.
You excel at delivering motivational and informative presentations.
Matching Summary
Match Score: 85
Capital Group is seeking a Wealth Management Consultant for the E. Minneapolis & Western Wisconsin territory. This role involves leading sales initiatives, managing relationships, and collaborating with a team to enhance investor outcomes.
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 expertise
ETF, Mutual Fund, SMA, CIT knowledge
Relationship building skills
Territory team leadership
Portfolio construction knowledge
Leverage technology for analysis
Nice-to-have
Motivational and informative presentations
Goal-oriented performance
Collaborative work style
Key Requirements
Series 7, AIF, AIFA, PPC, CIMA, and CFA designations
Proven track record in third-party distribution
Deep technical knowledge of portfolio construction
Ability to leverage technologies (Excel, PowerPoint, Tableau)