XC Wealth Management Consultant - Southwest Florida
About The Position
As a Wealth Management Consultant at Capital Group, you will be a key member of the wholesaling team, leading sales initiatives in the Cross Channel segment. You will identify the needs of firms and their representatives and coordinate efforts to meet those needs. You will manage American Funds Distributions’ presence, relationships, and business results with key firms. The territory is Southwest Florida. The role calls for delivering motivational and informative presentations, setting goals and measuring performance, and collaborating with other Senior Sales Force members to identify opportunities that can improve investor outcomes. You will lead and motivate a territory team and partner with retirement plan, asset class, vehicle, and practice management specialists. Capital Group describes a respectful, inclusive workplace that values diverse perspectives and offers resources for professional development, flexible work options, generous time away, and health benefits. Compensation includes a base salary of $75,000 to $100,000+ plus applicable sales commissions and bonuses. The role may also be eligible for additional compensation and benefits, including annual performance and profitability bonuses and a retirement plan to which Capital contributes 15% of eligible earnings, subject to plan rules and eligibility.
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.
- Proven track record and deep technical knowledge of portfolio construction.
- Ability to leverage technologies to create custom analyses, 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.
- Identify firms’ and firm representatives’ needs and coordinate efforts to serve them.
- Manage American Funds Distributions’ presence, relationships, and business results with key firms.
- Deliver motivational and informative presentations.
- Set goals and measure performance against them.
- Collaborate with other 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.
- Leverage technology to create custom analyses.
- Synthesize information and present it in a distilled manner.
Benefits
- Competitive salary, applicable sales commissions, and bonuses.
- Individual annual performance bonus and Capital’s annual profitability bonus, subject to plan guidelines and eligibility.
- Company-funded retirement contribution that factors in salary and variable pay, including bonuses.
- Retirement plan contribution of 15% of eligible earnings, subject to plan rules and vesting requirements.
- Generous time away and health benefits from day one.
- Flexible work options.
- Medical and dental benefits.
- Paid time off.
- 2-for-1 matching gifts for charitable contributions and the opportunity to secure annual grants for organizations.
- On-demand professional development resources.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
