Capital Group · 3 days ago
Divisional Wealth Management Consultant - Dallas, San Antonio & Austin
Texas, United States
Full-time
Hybrid
Mid Level
$75K/yr - $75K/yr
3+ years expCapital Group is a company committed to fostering a strong sense of belonging in the workplace. As a Divisional Wealth Management Consultant, you will drive sales by educating and motivating financial advisors, while collaborating with a Territory Team to increase sales in your designated area.
Financial Services
Hiring Manager
Alexandrea Scruggs
Responsibilities
Driving sales as part of a Territory Team
Educating, training, and motivating financial advisors from all channels
Increasing sales in the territory
Engaging Financial Advisors in person and virtually
Delivering individual, small and large group, and investor-based presentations
Identifying opportunities for better investor outcomes
Setting goals and measuring performance against them
Working skillfully with Senior Sales Force members
Qualification
Required
You have a degree in finance, economics, statistics, or a relevant field of study
You have 3+ years of experience as an internal wholesaler and have spent a significant amount of time in front advisors and clients (virtual and or telephone)
You have a proven track record selling mutual funds, ETFs, and Retirement Plan products
You know how to leverage technologies to create custom analysis (Excel, PowerPoint, Bloomberg, Backset, etc.)
You are an excellent communicator including the ability to deliver persuasive, concise, and well-organized presentations and messages
You're well-versed in synthesizing information and presenting it in a distilled manner
You have the following licenses: Series 7 and 66 or 7, 63, and 65
Preferred
You preferably have experience managing your own sales territory where there was individual sales accountability
Benefits
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
Paid time off
Medical
Dental
Retirement
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
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