Divisional Wealth Management Consultant - San Francisco / San Jose

Capital Group

2d • $75,000 • 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. Territory: San Francisco / San Jose

Requirements

• 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

Nice To Haves

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

Responsibilities

• Driving sales as part of a Territory Team
• Educating, training, and motivating financial advisors from all channels
• Increasing sales in the territory
• Collaborating with Senior Sales Force members to identify opportunities for better investor outcomes
• Delivering individual, small and large group, and investor-based presentations
• Engaging Financial Advisors in person and virtually

Benefits

• competitive salary, bonuses and benefits
• company-funded retirement contribution
• generous time-away and health benefits from day one, with the opportunity for flexible work options
• 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
• on-demand professional development resources that allow you to hone existing skills and learn new ones
• individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees