Divisional Wealth Management Consultant - Los Angeles, Pasadena, Hawaii

Capital Group

Los Angeles, California, United States
Base: $75,000; bonus/equity: applicable sales comm...
Series 7 and 66 or 7, 63, and 65 licenses
3+ years internal wholesaler experience
Proven track record selling mutual funds etfs
The role involves driving sales by educating, training, and motivating financial advisors across a specific geographic territory

Job Summary

  • The role involves driving sales by educating, training, and motivating financial advisors across a specific geographic territory.
  • Candidates will receive a competitive base salary of $75,000 plus applicable sales commissions and bonuses.
  • The company offers generous benefits including paid time off, medical, dental, retirement contributions, and flexible work options.

Matching Summary

The role involves driving sales by educating, training, and motivating financial advisors across a specific geographic territory.

Salary

Base: $75,000; Bonus/Equity: Applicable sales commissions and bonuses; Benefits: Standard package including 15% retirement contribution

Skills & Requirements

Must-have

  • Series 7 and 66 or 7, 63, and 65 licenses
  • 3+ years internal wholesaler experience
  • Proven track record selling mutual funds ETFs

Nice-to-have

  • Business-owner mindset with self-motivation
  • Strong presentation skills for groups
  • Experience managing own sales territory

Key Requirements

  • Degree in finance, economics, statistics, or relevant field
  • Series 7 and 66 or 7, 63, and 65 licenses required
  • 3+ years experience as internal wholesaler
  • Experience leveraging Excel, PowerPoint, Bloomberg, Backset

Work Rights

Not specified

Tailored Resume

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