Xc Wealth Management Consultant - Milwaukee

Capital Partners Mortgage LLC

Milwaukee, Wisconsin, US
Base: $75,000/100,000 + ; bonus/equity: applicable...
On-site
Third-party distribution
Etf, mutual fund, sma, cit business
Motivational and informative presentations
Capital Partners Mortgage LLC is seeking a Wealth Management Consultant to join their team in Milwaukee, Wisconsin. The role emphasizes building relationships, leading sales initiatives, and requires a strong background in third-party distribution and wealth management

Job Summary

  • 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 are motivated by setting goals and measuring your performance against them.

Matching Summary

Match Score: 85

Capital Partners Mortgage LLC is seeking a Wealth Management Consultant to join their team in Milwaukee, Wisconsin. The role emphasizes building relationships, leading sales initiatives, and requires a strong background in third-party distribution and wealth management.

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
  • ETF, Mutual Fund, SMA, CIT business
  • Motivational and informative presentations
  • Leverage technologies for custom analysis

Nice-to-have

  • Fostering a strong sense of belonging
  • Diverse perspectives, experiences, and backgrounds
  • Client Focus, Diverse Perspectives, Long-Term Thinking

Key Requirements

  • Proven track record in third-party distribution
  • Broad knowledge of the ETF, Mutual Fund, SMA and CIT business
  • Demonstrated ability to build long-term relationships
  • Ability to lead and motivate a territory team
  • Strong partner with Retirement Plan Wholesaler
  • Proven track record and deep technical knowledge of portfolio construction
  • Well-versed in synthesizing information
  • Series 7, AIF, AIFA, PPC, CIMA, and CFA designations

Work Rights

Not specified

Tailored Resume

Cover Letter