Xc Wealth Management Consultant - Lake Michigan & Northern Indiana

Capital Partners Mortgage LLC

Lake Michigan & Northern Indiana, US
Base: $75,000/100,000 + ; bonus/equity: applicable...
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Third-party distribution experience
Etf, mutual fund, sma, cit knowledge
Long-term relationship building
** Capital Partners Mortgage LLC is seeking a Wealth Management Consultant for the Lake Michigan & Northern Indiana region. The ideal candidate will possess a strong background in third-party distribution, relationship management, and sales within the investment sector, with a commitment to a diverse and inclusive workplace. **

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

Matching Summary

Match Score: 75

** Capital Partners Mortgage LLC is seeking a Wealth Management Consultant for the Lake Michigan & Northern Indiana region. The ideal candidate will possess a strong background in third-party distribution, relationship management, and sales within the investment sector, with a commitment to a diverse and inclusive workplace. **

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 experience
  • ETF, Mutual Fund, SMA, CIT knowledge
  • Long-term relationship building
  • Territory team leadership
  • Portfolio construction knowledge
  • Leverage technology for analysis

Nice-to-have

  • Authentic self at work
  • Diverse perspectives and backgrounds
  • Motivated by goals and performance
  • Collaborative team player

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)
  • Synthesize and present information

Work Rights

Not specified

Tailored Resume

Cover Letter