Capital Companies Group · 2 days ago
Regional Wealth Management Consultant
Indianapolis, IN
Full-time
Hybrid
Mid Level
3+ years expCapital Group Companies is committed to fostering a strong sense of belonging in a respectful workplace. As a Regional Wealth Management Consultant, you will develop and implement a business plan to support sales goals, drive sales through virtual and in-person interactions, and build relationships with financial advisors.
AdviceFinancial ServicesReal Estate
Responsibilities
Develop and implement a business plan in support of North American Client Group (NACG) sales goals and covering a defined territory as the sole wholesaler
Partner with other key territory stakeholders to ensure comprehensive territory coverage of advisors
Work independently to create relationships and drive sales to raise and retain assets primarily through virtual interactions and strategic in person interactions with financial advisors
Identify advisors’ business practice needs and their clients’ needs
Qualification
Required
You can demonstrate in-depth knowledge of investment selection and analysis, asset allocation, and portfolio construction methodology and ability to apply it to advisors in this market
You have a working knowledge of technology used to develop and provide analyses, as well as hold virtual meetings and presentations
You understand proficient retirement plan terminology as well as the marketplace, including ERISA, and the various platforms, including advisor-sold investment only (IO)
You have strong communication, relationship building, and consultative selling skills
You hold a bachelor's degree
You must hold an SIE and Series 7 and 66 registrations or equivalent
You must hold 3-5 years of internal/hybrid wholesaling experience
Benefits
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
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
Company
Capital Companies Group
Capital Companies Group is a company based out of 1110Brickell Ave, Miami, Florida, United States.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase