Divisional Wealth Management Consultant - capital group : Job Details

Divisional Wealth Management Consultant page is loadedDivisional Wealth Management ConsultantApply locations Regional time type Full time posted on Posted 2 Days Ago job requisition id JR5295

“I can succeed as a Divisional Wealth Management Consultant at Capital Group.”

As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area. Your role as a DWMC will include educating, training, and motivating financial advisors from all channels, with an ultimate goal of increasing sales in the territory. You have a business-owner mindset, are self-motivated, and are someone who is structured and process-oriented. You are motivated by setting goals and measuring your performance against them. You are a well-rounded collaborator and work skillfully with Senior Sales Force members to identify opportunities for better investor outcomes. You will also need to have strong presentation skills in order to deliver individual, small and large group, and investor-based presentations. Approximately 60% of your time will be spent engaging your Financial Advisors in person and 40% of the time you will be engaging your Financial Advisors virtually.

Territory: Washington & Oregon

“I am the person Capital Group is looking for.”

• You have a degree in finance, economics, statistics, or a relevant field of study

• You have 3+ years of experience as an internal wholesaler and have spent a significant amount of time in front advisors and clients (virtual and or telephone)

• You preferably have experience managing your own sales territory where there was individual sales accountability

• You have a proven track record selling mutual funds, ETFs, and Retirement Plan products

• You know how to leverage technologies to create custom analysis (Excel, PowerPoint, Bloomberg, Backset, etc.)

• You are an excellent communicator including the ability to deliver persuasive, concise, and well-organized presentations and messages

• You're well-versed in synthesizing information and presenting it in a distilled manner

• You have the following licenses: Series 7 and 66 or 7, 63, and 65

Deadline to apply: 7/7/2025

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here .

* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

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Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing . Our shared values of integrity, client focus, long-term view , diverse perspectives and community inspire our associates every day. A career at Capital Group means having countless opportunities to explore, grow and succeed.

Our compensation package is top tier. And our retirement plan is a standout in any industry.Our thorough package of benefits can support you at every stage of your life.We have a hybrid schedule that lets our associates find a balance between home and office.Capital Group's core values guide our action and behaviors. They reflect who we are and serve as our North Star, reminding us to always strive to do better.#J-18808-Ljbffr