Capital Partners Mortgage LLC is seeking a Wealth Management Consultant to join their team in Southern Virginia and Tri-Cities. The position emphasizes a commitment to diversity, integrity, and client focus, offering competitive compensation and a supportive work environment
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 have a proven track record in third-party distribution, a broad knowledge of the ETF, Mutual Fund, SMA and CIT business and sales cultures, and the demonstrated ability to build long-term relationships.
Matching Summary
Match Score: 85
Capital Partners Mortgage LLC is seeking a Wealth Management Consultant to join their team in Southern Virginia and Tri-Cities. The position emphasizes a commitment to diversity, integrity, and client focus, offering competitive compensation and a supportive work environment.
Salary
Base: $75,000/100,000+; Bonus/Equity: applicable sales commissions and bonuses; Benefits: competitive salary, bonuses and benefits
Skills & Requirements
Must-have
Third-party distribution expertise
ETF, Mutual Fund, SMA, CIT knowledge
Build long-term relationships
Lead and motivate territory team
Partner with specialists to drive results
Deep technical knowledge of portfolio construction
Leverage technologies for custom analysis
Nice-to-have
Authentic self at work
Sense of belonging
Diverse perspectives valued
Influence income
Lead a full life
Key Requirements
Series 7, AIF, AIFA, PPC, CIMA, and CFA designations
Proven track record in third-party distribution
Broad knowledge of 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