Capital Group · 2 weeks ago
Internal Wealth Specialist
Indianapolis, IN
Full-time
Onsite
Entry Level
$84K/yr - $135K/yr
1+ years expCapital Group is a leading investment management firm with a long-standing tradition of excellence. As an Internal Wealth Specialist, you will build and maintain relationships with financial professionals, conduct sales calls, and collaborate with external wholesalers to drive sales in your territory.
Financial Services
Responsibilities
Partner with external wholesalers to develop and execute territory sales plans
Conduct outbound calls to financial advisors to promote products, generate leads, and schedule meetings
Provide insights on products, capital markets, portfolio construction, practice management, retirement landscape and follow-up to advisors
Maintain accurate records of client interactions, pipeline management and sales activities in Salesforce
Analyze territory business intelligence, including advisor engagement, and contribute to strategic planning
Collaborate with marketing and product teams to deliver targeted campaigns and messaging
Stay current on industry trends, messaging, competitor offerings, and regulatory changes
Qualification
Required
You have a sales-focused mentality, are goal-oriented, and possess at least one year of sales experience in the financial services industry
You are an expert communicator, with strong interpersonal skills and a proven ability to build relationships with colleagues and external clients
You possess exceptional organizational skills, time management and detail-oriented with the ability to multi-task
You are collaborative and thrive in team settings, partnering actively with Capital Group sales teams and financial advisors to identify new opportunities for our investment suite of products
You are a continuous learner, with an understanding of investment concepts and products, and keen interest in staying abreast of market trends and insights
You are a self-starter who can work with autonomy
You must hold the SIE to apply
If not already held, you must obtain the Series 7 license & 66 licenses after being hired
Preferred
Series 6 or 7 are strongly preferred at time of application
Benefits
Individual annual performance bonus
Capital’s annual profitability bonus
Retirement plan where Capital contributes 15% of your eligible earnings
Company
Capital Group
Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.
Founded in 1931Los Angeles, CA, US
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mike Gitlin
President & CEO
Canise Arredondo (she/her/hers)
Chief Financial Officer
Recent News
2024-05-06
2024-04-17
2024-02-27
Company data provided by crunchbase