XC Wealth Management Consultant - South Georgia
About The Position
As one of our Wealth Management Consultants, you will be a key member of our wholesaling team leading sales initiatives in the Cross Channel segment, identifying firm and firm representatives' needs and coordinate efforts to serve those needs. You’ll manage American Funds Distributions presence, relationships and business results with key firms. You excel at delivering motivational and informative presentations. You’re motivated by setting goals and measuring your performance against them. You are a well-rounded collaborator and work skillfully with other Senior Sales Force members to identify opportunity for better investor outcomes. Territory: South Georgia
Requirements
- Proven track record in third-party distribution
- Broad knowledge of the ETF, Mutual Fund, SMA and CIT business and sales cultures
- Demonstrated ability to build long-term relationships
- Effectively lead and motivate a territory team consisting of an Internal Wholesaler, Divisional Wholesaler and Regional Wholesaler
- Strong partner with your Retirement Plan Wholesaler, asset class, vehicle and practice management specialists to drive results
- Proven track record and a deep technical knowledge of portfolio construction
- Know how to leverage technologies to create custom analysis (Excel, PowerPoint, Tableau, etc.)
- Well-versed in synthesizing information and presenting it in a distilled manner
- One or more of the following designations: Series 7, AIF, AIFA, PPC, CIMA, and CFA
Responsibilities
- Leading sales initiatives in the Cross Channel segment
- Identifying firm and firm representatives' needs and coordinate efforts to serve those needs
- Manage American Funds Distributions presence, relationships and business results with key firms
- Delivering motivational and informative presentations
- Setting goals and measuring your performance against them
- Work skillfully with other Senior Sales Force members to identify opportunity for better investor outcomes
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
