Strategic Platform Consultant - Northern CA

Capital Group • Scottsdale, AZ

1d • $150 - $200

About The Position

As a Strategic Platform Consultant, you will be a key sales contributor responsible for educating, training, and motivating financial intermediaries to drive asset growth and retention for Capital Group. This role partners closely with internal stakeholders, applies a consultative and challenger-based sales approach, and leverages data, relationships, and strategic planning to deliver results across an assigned territory. Territory: Northern California

Requirements

• Series 7 & 63

Nice To Haves

• RICP Designation (Preferred but not required)
• CFP Designation (Preferred but not required)

Responsibilities

• Drives sales results by cultivating strategic partnerships with financial intermediaries, including TAMP, Insurance, and division leadership
• Acts as a versatile “utility player,” coordinating with sales leaders and associates to capitalize on high-growth opportunities
• Apply consultative and challenger sales techniques to identify intermediary needs, introduce innovative solutions, and clearly articulate NACG’s competitive value
• Collaborates cross-functionally with Wealth Management, Strategic Relationship Group, and Insurance teams to deliver aligned sales outcomes
• Develops and executes data-driven business plans that support sales growth, asset retention, and territory optimization
• Builds strong internal and external relationships, identifies cross-selling opportunities, and fosters collaboration across divisions
• Demonstrates a commitment to continuous improvement through ongoing skills development, sales effectiveness refinement, and required licensing

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
• Capital’s annual profitability bonus
• retirement plan where Capital contributes 15% of your eligible earnings

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed