Regional Wealth Management Consultant

Capital Group•Indianapolis, IN

About The Position

As a Regional Wealth Management Consultant, you will be responsible for developing and implementing a business plan in support of North American Client Group (NACG) sales goals and covering a defined territory as the sole wholesaler; partnering with other key territory stakeholders to ensure comprehensive territory coverage of advisors. You will work independently to create relationships and drive sales to raise and retain assets primarily through virtual interactions and strategic in person interactions with financial advisors; identify advisors’ business practice needs and their clients’ needs.

Requirements

In-depth knowledge of investment selection and analysis, asset allocation, and portfolio construction methodology and ability to apply it to advisors in this market
Working knowledge of technology used to develop and provide analyses, as well as hold virtual meetings and presentations
Understanding of proficient retirement plan terminology as well as the marketplace, including ERISA, and the various platforms, including advisor-sold investment only (IO)
Strong communication, relationship building, and consultative selling skills
Bachelor’s degree
SIE and Series 7 and 66 registrations or equivalent
3-5 years of internal/hybrid wholesaling experience

Responsibilities

Developing and implementing a business plan in support of North American Client Group (NACG) sales goals
Covering a defined territory as the sole wholesaler
Partnering with other key territory stakeholders to ensure comprehensive territory coverage of advisors
Working independently to create relationships and drive sales to raise and retain assets primarily through virtual interactions and strategic in person interactions with financial advisors
Identifying advisors’ business practice needs and their clients’ needs