XC Wealth Management Consultant - Buffalo & Erie

Capital Group • Scottsdale, AZ

1d

About The Position

“I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. “I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. “I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones “I can succeed as a Wealth Management Consultant at Capital Group.” 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: Buffalo & Erie “I am the person Capital Group is looking for.” You have a proven track record in third-party distribution, a broad knowledge of the ETF, Mutual Fund, SMA and CIT business and sales cultures, and the demonstrated ability to build long-term relationships. You can effectively lead and motivate a territory team consisting of an Internal Wholesaler, Divisional Wholesaler and Regional Wholesaler You are a strong partner with your Retirement Plan Wholesaler, asset class, vehicle and practice management specialists to drive results You have a proven track record and a deep technical knowledge of portfolio construction. You know how to leverage technologies to create custom analysis (Excel, PowerPoint, Tableau, etc.). You’re well-versed in synthesizing information and presenting it in a distilled manner.

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

What This Job Offers

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