Xc Wealth Management Consultant - Milwaukee

Capital Group

Milwaukee, US
Base: $75,000/100,000 + applicable sales commissio...
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Third-party distribution expertise
Etf, mutual fund, sma, cit knowledge
Motivational and informative presentations
** Capital Group is seeking a Wealth Management Consultant in Milwaukee, emphasizing a respectful and inclusive workplace culture. The role requires a proven track record in third-party distribution and strong relationship-building skills, with attractive compensation and benefits offered. **

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 receive a competitive salary, bonuses and benefits, with a company-funded retirement contribution factoring in salary and variable pay.
  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options, charitable matching gifts, and access to on-demand professional development resources.

Matching Summary

Match Score: 75

** Capital Group is seeking a Wealth Management Consultant in Milwaukee, emphasizing a respectful and inclusive workplace culture. The role requires a proven track record in third-party distribution and strong relationship-building skills, with attractive compensation and benefits offered. **

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
  • Motivational and informative presentations
  • Goal setting and performance measurement
  • Leverage technologies for custom analysis

Nice-to-have

  • Strong collaborator
  • Fostering a sense of belonging
  • Diverse perspectives and backgrounds
  • Long-term thinking

Key Requirements

  • Proven track record in third-party distribution
  • Broad knowledge of ETF, Mutual Fund, SMA, CIT business
  • Ability to build long-term relationships
  • Lead and motivate a territory team
  • Partner with Retirement Plan Wholesaler
  • Deep technical knowledge of portfolio construction
  • Leverage Excel, PowerPoint, Tableau
  • Synthesize and present information
  • Series 7, AIF, AIFA, PPC, CIMA, CFA designations

Work Rights

Not specified

Tailored Resume

Cover Letter