XC Wealth Management Consultant - Kentucky

Capital Group • Scottsdale, AZ

9d • $75,000 - $100,000

About The Position

The Wealth Management Consultant is a key member of Capital Group’s wholesaling team, leading sales initiatives in the Cross Channel segment. The consultant identifies needs at firms and among firm representatives and coordinates efforts to address them. The role manages American Funds Distributions’ presence, relationships, and business results with key firms in the Kentucky territory.

The consultant delivers motivational and informative presentations, sets goals and measures performance, and collaborates with other Senior Sales Force members to identify opportunities that can improve investor outcomes. The role also leads and motivates a territory team and partners with retirement plan, asset class, vehicle, and practice management specialists.

Capital Group describes a culture focused on belonging, diverse perspectives, client focus, integrity, long-term thinking, and community. The compensation package includes a base salary, sales commissions and bonuses, a retirement contribution, paid time off, and medical and dental benefits. The position also offers access to professional development resources and flexible work options.

Requirements

• Proven track record in third-party distribution.
• Broad knowledge of ETF, mutual fund, SMA, and CIT businesses and sales cultures.
• Demonstrated ability to build long-term relationships.
• Ability to effectively lead and motivate a territory team.
• Proven track record and deep technical knowledge of portfolio construction.
• Ability to use technology to create custom analysis, including Excel, PowerPoint, and Tableau.
• Ability to synthesize information and present it in a distilled manner.
• One or more of the following designations: Series 7, AIF, AIFA, PPC, CIMA, or CFA.

Responsibilities

• Lead sales initiatives in the Cross Channel segment as part of the wholesaling team.
• Identify needs of firms and their representatives and coordinate efforts to address those needs.
• Manage American Funds Distributions’ presence, relationships, and business results with key firms in the Kentucky territory.
• Deliver motivational and informative presentations.
• Set goals and measure performance against them.
• Collaborate with Senior Sales Force members to identify opportunities for better investor outcomes.
• Lead and motivate a territory team consisting of an Internal Wholesaler, Divisional Wholesaler, and Regional Wholesaler.
• Partner with the Retirement Plan Wholesaler and asset class, vehicle, and practice management specialists to drive results.

Benefits

• Competitive base salary, applicable sales commissions, and bonuses.
• Individual annual performance bonus and Capital annual profitability bonus, subject to plan rules and eligibility.
• Retirement plan with a Capital contribution of 15% of eligible earnings.
• Paid time off.
• Medical insurance.
• Dental insurance.
• Flexible work options.
• On-demand professional development resources.
• Matching gifts at a 2-for-1 rate for charitable contributions and the opportunity to secure annual grants for organizations.

What This Job Offers

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