Divisional Wealth Management Consultant - Dakotas & Nebraska

Capital Group•Scottsdale, AZ

6d•Hybrid

About The Position

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 75% of your time will be spent engaging your Financial Advisors in person and 25% of the time you will be engaging your Financial Advisors virtually.

Requirements

A degree in finance, economics, statistics, or a relevant field of study.
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).
Proven track record selling mutual funds, ETFs, and Retirement Plan products.
Ability to leverage technologies to create custom analysis (Excel, PowerPoint, Bloomberg, Backset, etc.).
Excellent communication skills including the ability to deliver persuasive, concise, and well-organized presentations and messages.
Ability to synthesize information and present it in a distilled manner.
Series 7 and 66 or 7, 63, and 65 licenses.

Nice To Haves

Experience managing your own sales territory where there was individual sales accountability.

Responsibilities

Driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area.
Educating, training, and motivating financial advisors from all channels, with an ultimate goal of increasing sales in the territory.
Collaborating skillfully with Senior Sales Force members to identify opportunities for better investor outcomes.
Delivering individual, small and large group, and investor-based presentations.